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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 | $67,098 | $159,978-58.1% | $147,041-54.4% | $145,978-54.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 33.76% | 98.36%-64.6pp | 419.21%-385.5pp | 550.52%-516.8pp |
| Employer contribution / active EE | $17,581 | $5,288+232.5% | $4,935+256.3% | $4,662+277.1% |
| Participant deferral / active EE | $17,819 | $8,429+111.4% | $8,071+120.8% | $6,690+166.4% |
| Admin fee / account holder | $42 | $15,053-99.7% | $13,006-99.7% | $13,400-99.7% |