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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 | $103,107 | $160,070-35.6% | $147,117-29.9% | $145,897-29.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.55% | 98.69%-87.1pp | 420.54%-409.0pp | 552.29%-540.7pp |
| Employer contribution / active EE | $13,133 | $5,285+148.5% | $4,932+166.3% | $4,663+181.7% |
| Participant deferral / active EE | $12,916 | $8,419+53.4% | $8,065+60.2% | $6,689+93.1% |
| Admin fee / account holder | $30 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |