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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 | $42,396 | $160,040-73.5% | $147,096-71.2% | $145,877-70.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.81% | 98.49%-87.7pp | 419.75%-408.9pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,876 | $5,289-64.5% | $4,936-62.0% | $4,663-59.8% |
| Participant deferral / active EE | $10,591 | $8,429+25.7% | $8,071+31.2% | $6,691+58.3% |
| Admin fee / account holder | $201 | $15,050-98.7% | $13,005-98.5% | $13,402-98.5% |