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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 | $26,474 | $160,070-83.5% | $147,117-82.0% | $145,897-81.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 13.71% | 98.69%-85.0pp | 420.54%-406.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $3,833 | $5,285-27.5% | $4,932-22.3% | $4,663-17.8% |
| Participant deferral / active EE | $6,919 | $8,419-17.8% | $8,065-14.2% | $6,689+3.4% |
| Admin fee / account holder | $215 | $15,035-98.6% | $12,993-98.3% | $13,390-98.4% |