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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 | $68,065 | $159,978-57.5% | $147,041-53.7% | $145,978-53.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.17% | 98.36%-83.2pp | 419.21%-404.0pp | 550.52%-535.3pp |
| Employer contribution / active EE | $3,680 | $5,288-30.4% | $4,935-25.4% | $4,662-21.1% |
| Participant deferral / active EE | $10,533 | $8,429+25.0% | $8,071+30.5% | $6,690+57.5% |
| Admin fee / account holder | $103 | $15,053-99.3% | $13,006-99.2% | $13,400-99.2% |