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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 | $67,854 | $160,028-57.6% | $147,080-53.9% | $145,884-53.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.46% | 98.60%-82.1pp | 420.17%-403.7pp | 551.85%-535.4pp |
| Employer contribution / active EE | $3,246 | $5,286-38.6% | $4,933-34.2% | $4,662-30.4% |
| Participant deferral / active EE | $5,926 | $8,422-29.6% | $8,066-26.5% | $6,690-11.4% |
| Admin fee / account holder | $59 | $15,030-99.6% | $12,989-99.5% | $13,392-99.6% |