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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 | $65,930 | $159,978-58.8% | $147,041-55.2% | $145,978-54.8% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 14.99% | 98.36%-83.4pp | 419.21%-404.2pp | 550.52%-535.5pp |
| Employer contribution / active EE | $3,771 | $5,288-28.7% | $4,935-23.6% | $4,662-19.1% |
| Participant deferral / active EE | $7,043 | $8,429-16.4% | $8,071-12.7% | $6,690+5.3% |
| Admin fee / account holder | $5 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |