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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 | $27,743 | $160,028-82.7% | $147,080-81.1% | $145,884-81.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.93% | 98.60%-80.7pp | 420.17%-402.2pp | 551.85%-533.9pp |
| Employer contribution / active EE | $4,888 | $5,286-7.5% | $4,933-0.9% | $4,662+4.8% |
| Participant deferral / active EE | $8,603 | $8,422+2.2% | $8,066+6.7% | $6,690+28.6% |
| Admin fee / account holder | $128 | $15,030-99.2% | $12,989-99.0% | $13,392-99.0% |