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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 | $42,116 | $159,934-73.7% | $147,005-71.4% | $145,959-71.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.08% | 98.24%-87.2pp | 418.76%-407.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $6,392 | $5,287+20.9% | $4,934+29.5% | $4,661+37.1% |
| Participant deferral / active EE | $6,888 | $8,427-18.3% | $8,070-14.7% | $6,689+3.0% |
| Admin fee / account holder | $273 | $15,053-98.2% | $13,006-97.9% | $13,398-98.0% |