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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 | $135,099 | $160,028-15.6% | $147,080-8.1% | $145,884-7.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.13% | 98.60%-75.5pp | 420.17%-397.0pp | 551.85%-528.7pp |
| Employer contribution / active EE | $15,968 | $5,286+202.1% | $4,933+223.7% | $4,662+242.5% |
| Participant deferral / active EE | $10,282 | $8,422+22.1% | $8,066+27.5% | $6,690+53.7% |
| Admin fee / account holder | $15 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |