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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,494 | $160,070-83.4% | $147,117-82.0% | $145,897-81.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 13.66% | 98.69%-85.0pp | 420.54%-406.9pp | 552.29%-538.6pp |
| Employer contribution / active EE | $2,529 | $5,285-52.1% | $4,932-48.7% | $4,663-45.8% |
| Participant deferral / active EE | $5,209 | $8,419-38.1% | $8,065-35.4% | $6,689-22.1% |
| Admin fee / account holder | $132 | $15,035-99.1% | $12,993-99.0% | $13,390-99.0% |