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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 | $25,324 | $160,028-84.2% | $147,080-82.8% | $145,884-82.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.90% | 98.60%-81.7pp | 420.17%-403.3pp | 551.85%-535.0pp |
| Employer contribution / active EE | $3,682 | $5,286-30.3% | $4,933-25.4% | $4,662-21.0% |
| Participant deferral / active EE | $5,283 | $8,422-37.3% | $8,066-34.5% | $6,690-21.0% |
| Admin fee / account holder | $22 | $15,030-99.9% | $12,989-99.8% | $13,392-99.8% |