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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 | $105,193 | $160,040-34.3% | $147,096-28.5% | $145,877-27.9% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 13.15% | 98.49%-85.3pp | 419.75%-406.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $3,801 | $5,289-28.1% | $4,936-23.0% | $4,663-18.5% |
| Participant deferral / active EE | $14,850 | $8,429+76.2% | $8,071+84.0% | $6,691+122.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |