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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 | $30,316 | $160,070-81.1% | $147,117-79.4% | $145,897-79.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.44% | 98.69%-75.2pp | 420.54%-397.1pp | 552.29%-528.9pp |
| Employer contribution / active EE | $4,137 | $5,285-21.7% | $4,932-16.1% | $4,663-11.3% |
| Participant deferral / active EE | $9,125 | $8,419+8.4% | $8,065+13.2% | $6,689+36.4% |
| Admin fee / account holder | $116 | $15,035-99.2% | $12,993-99.1% | $13,390-99.1% |