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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 | $85,946 | $160,040-46.3% | $147,096-41.6% | $145,877-41.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.68% | 98.49%-83.8pp | 419.75%-405.1pp | 551.28%-536.6pp |
| Employer contribution / active EE | $13,350 | $5,289+152.4% | $4,936+170.5% | $4,663+186.3% |
| Participant deferral / active EE | $8,871 | $8,429+5.2% | $8,071+9.9% | $6,691+32.6% |
| Admin fee / account holder | $48 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |