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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 | $22,806 | $160,040-85.7% | $147,096-84.5% | $145,877-84.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.84% | 98.49%-82.7pp | 419.75%-403.9pp | 551.28%-535.4pp |
| Employer contribution / active EE | $2,081 | $5,289-60.7% | $4,936-57.8% | $4,663-55.4% |
| Participant deferral / active EE | $9,645 | $8,429+14.4% | $8,071+19.5% | $6,691+44.2% |
| Admin fee / account holder | $20 | $15,050-99.9% | $13,005-99.8% | $13,402-99.9% |