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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 | $49,835 | $159,978-68.8% | $147,041-66.1% | $145,978-65.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.89% | 98.36%-78.5pp | 419.21%-399.3pp | 550.52%-530.6pp |
| Employer contribution / active EE | $4,200 | $5,288-20.6% | $4,935-14.9% | $4,662-9.9% |
| Participant deferral / active EE | $9,475 | $8,429+12.4% | $8,071+17.4% | $6,690+41.6% |
| Admin fee / account holder | $264 | $15,053-98.2% | $13,006-98.0% | $13,400-98.0% |