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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 | $46,241 | $160,028-71.1% | $147,080-68.6% | $145,884-68.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.87% | 98.60%-82.7pp | 420.17%-404.3pp | 551.85%-536.0pp |
| Employer contribution / active EE | $4,983 | $5,286-5.7% | $4,933+1.0% | $4,662+6.9% |
| Participant deferral / active EE | $9,956 | $8,422+18.2% | $8,066+23.4% | $6,690+48.8% |
| Admin fee / account holder | $2 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |