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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 | $29,830 | $160,028-81.4% | $147,080-79.7% | $145,884-79.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.09% | 98.60%-83.5pp | 420.17%-405.1pp | 551.85%-536.8pp |
| Employer contribution / active EE | $4,156 | $5,286-21.4% | $4,933-15.8% | $4,662-10.9% |
| Participant deferral / active EE | $11,083 | $8,422+31.6% | $8,066+37.4% | $6,690+65.7% |
| Admin fee / account holder | $98 | $15,030-99.4% | $12,989-99.2% | $13,392-99.3% |