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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 | $37,320 | $160,028-76.7% | $147,080-74.6% | $145,884-74.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 56.16% | 98.60%-42.4pp | 420.17%-364.0pp | 551.85%-495.7pp |
| Employer contribution / active EE | $4,209 | $5,286-20.4% | $4,933-14.7% | $4,662-9.7% |
| Participant deferral / active EE | $11,468 | $8,422+36.2% | $8,066+42.2% | $6,690+71.4% |
| Admin fee / account holder | $108 | $15,030-99.3% | $12,989-99.2% | $13,392-99.2% |