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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 | $43,774 | $159,978-72.6% | $147,041-70.2% | $145,978-70.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.07% | 98.36%-80.3pp | 419.21%-401.1pp | 550.52%-532.4pp |
| Employer contribution / active EE | $2,434 | $5,288-54.0% | $4,935-50.7% | $4,662-47.8% |
| Participant deferral / active EE | $4,379 | $8,429-48.1% | $8,071-45.7% | $6,690-34.5% |
| Admin fee / account holder | $246 | $15,053-98.4% | $13,006-98.1% | $13,400-98.2% |