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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 | $71,326 | $160,028-55.4% | $147,080-51.5% | $145,884-51.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.23% | 98.60%-82.4pp | 420.17%-403.9pp | 551.85%-535.6pp |
| Employer contribution / active EE | $6,522 | $5,286+23.4% | $4,933+32.2% | $4,662+39.9% |
| Participant deferral / active EE | $13,537 | $8,422+60.7% | $8,066+67.8% | $6,690+102.4% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |