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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 | $38,218 | $160,070-76.1% | $147,117-74.0% | $145,897-73.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.97% | 98.69%-83.7pp | 420.54%-405.6pp | 552.29%-537.3pp |
| Employer contribution / active EE | $2,697 | $5,285-49.0% | $4,932-45.3% | $4,663-42.1% |
| Participant deferral / active EE | $8,486 | $8,419+0.8% | $8,065+5.2% | $6,689+26.9% |
| Admin fee / account holder | $148 | $15,035-99.0% | $12,993-98.9% | $13,390-98.9% |