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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 | $160,040-76.1% | $147,096-74.0% | $145,877-73.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.97% | 98.49%-83.5pp | 419.75%-404.8pp | 551.28%-536.3pp |
| Employer contribution / active EE | $2,697 | $5,289-49.0% | $4,936-45.4% | $4,663-42.2% |
| Participant deferral / active EE | $8,486 | $8,429+0.7% | $8,071+5.1% | $6,691+26.8% |
| Admin fee / account holder | $148 | $15,050-99.0% | $13,005-98.9% | $13,402-98.9% |