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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 | $37,709 | $160,028-76.4% | $147,080-74.4% | $145,884-74.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.00% | 98.60%-80.6pp | 420.17%-402.2pp | 551.85%-533.9pp |
| Employer contribution / active EE | $13,659 | $5,286+158.4% | $4,933+176.9% | $4,662+193.0% |
| Participant deferral / active EE | $8,722 | $8,422+3.6% | $8,066+8.1% | $6,690+30.4% |
| Admin fee / account holder | $15 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |