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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 | $110,511 | $159,978-30.9% | $147,041-24.8% | $145,978-24.3% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 19.26% | 98.36%-79.1pp | 419.21%-400.0pp | 550.52%-531.3pp |
| Employer contribution / active EE | $11,906 | $5,288+125.1% | $4,935+141.3% | $4,662+155.4% |
| Participant deferral / active EE | $14,639 | $8,429+73.7% | $8,071+81.4% | $6,690+118.8% |
| Admin fee / account holder | $175 | $15,053-98.8% | $13,006-98.7% | $13,400-98.7% |