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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 | $65,228 | $166,020-60.7% | $164,866-60.4% | $145,959-55.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.09% | 100.08%-82.0pp | 69.97%-51.9pp | 561.95%-543.9pp |
| Employer contribution / active EE | $9,089 | $5,275+72.3% | $4,343+109.3% | $4,661+95.0% |
| Participant deferral / active EE | $6,880 | $6,961-1.2% | $6,033+14.0% | $6,689+2.9% |
| Admin fee / account holder | $286 | $16,644-98.3% | $12,689-97.7% | $13,398-97.9% |