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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 | $166,131-24.1% | $164,975-23.6% | $145,877-13.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.80% | 100.37%-85.6pp | 70.12%-55.3pp | 551.28%-536.5pp |
| Employer contribution / active EE | $13,475 | $5,276+155.4% | $4,343+210.3% | $4,663+189.0% |
| Participant deferral / active EE | $9,009 | $6,962+29.4% | $6,033+49.3% | $6,691+34.7% |
| Admin fee / account holder | $73 | $16,648-99.6% | $12,688-99.4% | $13,402-99.5% |