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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 | $81,206 | $160,040-49.3% | $147,096-44.8% | $145,877-44.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.38% | 98.49%-83.1pp | 419.75%-404.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $8,497 | $5,289+60.6% | $4,936+72.1% | $4,663+82.2% |
| Participant deferral / active EE | $16,085 | $8,429+90.8% | $8,071+99.3% | $6,691+140.4% |
| Admin fee / account holder | $271 | $15,050-98.2% | $13,005-97.9% | $13,402-98.0% |