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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 | $67,662 | $171,492-60.5% | $150,734-55.1% | $198,609-65.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 14.96% | 804.70%-789.7pp | 600.81%-585.8pp | 202.70%-187.7pp |
| Employer contribution / active EE | $13,609 | $5,470+148.8% | $4,918+176.7% | $5,055+169.2% |
| Participant deferral / active EE | $12,350 | $6,259+97.3% | $5,610+120.1% | $6,977+77.0% |
| Admin fee / account holder | $16 | $17,628-99.9% | $14,905-99.9% | $19,030-99.9% |