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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 | $166,020-24.1% | $164,866-23.5% | $145,959-13.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.80% | 100.08%-85.3pp | 69.97%-55.2pp | 561.95%-547.2pp |
| Employer contribution / active EE | $13,475 | $5,275+155.5% | $4,343+210.3% | $4,661+189.1% |
| Participant deferral / active EE | $9,009 | $6,961+29.4% | $6,033+49.3% | $6,689+34.7% |
| Admin fee / account holder | $73 | $16,644-99.6% | $12,689-99.4% | $13,398-99.5% |