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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 | $110,533 | $160,070-30.9% | $147,117-24.9% | $145,897-24.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.71% | 98.69%-73.0pp | 420.54%-394.8pp | 552.29%-526.6pp |
| Employer contribution / active EE | $16,877 | $5,285+219.4% | $4,932+242.2% | $4,663+262.0% |
| Participant deferral / active EE | $14,581 | $8,419+73.2% | $8,065+80.8% | $6,689+118.0% |
| Admin fee / account holder | $70 | $15,035-99.5% | $12,993-99.5% | $13,390-99.5% |