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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 | $25,009 | $160,040-84.4% | $147,096-83.0% | $145,877-82.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 14.40% | 98.49%-84.1pp | 419.75%-405.3pp | 551.28%-536.9pp |
| Employer contribution / active EE | $4,137 | $5,289-21.8% | $4,936-16.2% | $4,663-11.3% |
| Participant deferral / active EE | $8,516 | $8,429+1.0% | $8,071+5.5% | $6,691+27.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |