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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 | $32,148 | $160,028-79.9% | $147,080-78.1% | $145,884-78.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.21% | 98.60%-82.4pp | 420.17%-404.0pp | 551.85%-535.6pp |
| Employer contribution / active EE | $4,070 | $5,286-23.0% | $4,933-17.5% | $4,662-12.7% |
| Participant deferral / active EE | $10,513 | $8,422+24.8% | $8,066+30.3% | $6,690+57.2% |
| Admin fee / account holder | $137 | $15,030-99.1% | $12,989-98.9% | $13,392-99.0% |