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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 | $159,978-79.8% | $147,041-78.1% | $145,978-77.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.25% | 98.36%-85.1pp | 419.21%-406.0pp | 550.52%-537.3pp |
| Employer contribution / active EE | $6,441 | $5,288+21.8% | $4,935+30.5% | $4,662+38.2% |
| Participant deferral / active EE | $8,945 | $8,429+6.1% | $8,071+10.8% | $6,690+33.7% |
| Admin fee / account holder | $169 | $15,053-98.9% | $13,006-98.7% | $13,400-98.7% |