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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 | $60,540 | $166,242-63.6% | $165,071-63.3% | $145,884-58.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.73% | 100.44%-86.7pp | 70.17%-56.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $10,041 | $5,283+90.1% | $4,347+131.0% | $4,662+115.4% |
| Participant deferral / active EE | $5,006 | $6,964-28.1% | $6,035-17.0% | $6,690-25.2% |
| Admin fee / account holder | $19 | $16,658-99.9% | $12,695-99.9% | $13,392-99.9% |