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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 | $61,012 | $160,028-61.9% | $147,080-58.5% | $145,884-58.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.91% | 98.60%-83.7pp | 420.17%-405.3pp | 551.85%-536.9pp |
| Employer contribution / active EE | $3,811 | $5,286-27.9% | $4,933-22.7% | $4,662-18.3% |
| Participant deferral / active EE | $16,364 | $8,422+94.3% | $8,066+102.9% | $6,690+144.6% |
| Admin fee / account holder | $91 | $15,030-99.4% | $12,989-99.3% | $13,392-99.3% |