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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 | $126,088 | $166,268-24.2% | $165,100-23.6% | $145,897-13.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.80% | 100.52%-85.7pp | 70.21%-55.4pp | 552.29%-537.5pp |
| Employer contribution / active EE | $13,475 | $5,284+155.0% | $4,348+209.9% | $4,663+189.0% |
| Participant deferral / active EE | $9,009 | $6,964+29.4% | $6,035+49.3% | $6,689+34.7% |
| Admin fee / account holder | $73 | $16,659-99.6% | $12,696-99.4% | $13,390-99.5% |