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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 | $32,269 | $160,028-79.8% | $147,080-78.1% | $145,884-77.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.25% | 98.60%-85.3pp | 420.17%-406.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $6,441 | $5,286+21.9% | $4,933+30.6% | $4,662+38.2% |
| Participant deferral / active EE | $8,945 | $8,422+6.2% | $8,066+10.9% | $6,690+33.7% |
| Admin fee / account holder | $169 | $15,030-98.9% | $12,989-98.7% | $13,392-98.7% |