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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 | $18,362 | $160,040-88.5% | $147,096-87.5% | $145,877-87.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.59% | 98.49%-78.9pp | 419.75%-400.2pp | 551.28%-531.7pp |
| Employer contribution / active EE | $2,438 | $5,289-53.9% | $4,936-50.6% | $4,663-47.7% |
| Participant deferral / active EE | $5,416 | $8,429-35.7% | $8,071-32.9% | $6,691-19.0% |
| Admin fee / account holder | $136 | $15,050-99.1% | $13,005-99.0% | $13,402-99.0% |