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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 | $72,396 | $160,028-54.8% | $147,080-50.8% | $145,884-50.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.77% | 98.60%-83.8pp | 420.17%-405.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $2,066 | $5,286-60.9% | $4,933-58.1% | $4,662-55.7% |
| Participant deferral / active EE | $7,502 | $8,422-10.9% | $8,066-7.0% | $6,690+12.1% |
| Admin fee / account holder | $239 | $15,030-98.4% | $12,989-98.2% | $13,392-98.2% |