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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 | $59,897 | $160,070-62.6% | $147,117-59.3% | $145,897-58.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.33% | 98.69%-82.4pp | 420.54%-404.2pp | 552.29%-536.0pp |
| Employer contribution / active EE | $2,597 | $5,285-50.9% | $4,932-47.4% | $4,663-44.3% |
| Participant deferral / active EE | $16,163 | $8,419+92.0% | $8,065+100.4% | $6,689+141.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |