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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 | $24,503 | $160,070-84.7% | $147,117-83.3% | $145,897-83.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.51% | 98.69%-84.2pp | 420.54%-406.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $5,996 | $5,285+13.5% | $4,932+21.6% | $4,663+28.6% |
| Participant deferral / active EE | $7,357 | $8,419-12.6% | $8,065-8.8% | $6,689+10.0% |
| Admin fee / account holder | $170 | $15,035-98.9% | $12,993-98.7% | $13,390-98.7% |