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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 | $81,808 | $160,040-48.9% | $147,096-44.4% | $145,877-43.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.66% | 98.49%-79.8pp | 419.75%-401.1pp | 551.28%-532.6pp |
| Employer contribution / active EE | $4,504 | $5,289-14.8% | $4,936-8.7% | $4,663-3.4% |
| Participant deferral / active EE | $11,611 | $8,429+37.7% | $8,071+43.9% | $6,691+73.5% |
| Admin fee / account holder | $13 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |