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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 | $136,854 | $217,432-37.1% | $185,849-26.4% | $167,536-18.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.72% | 148.42%-133.7pp | 122.10%-107.4pp | 478.82%-464.1pp |
| Employer contribution / active EE | $16,316 | $5,875+177.7% | $5,169+215.7% | $4,839+237.2% |
| Participant deferral / active EE | $7,179 | $6,357+12.9% | $5,569+28.9% | $6,342+13.2% |
| Admin fee / account holder | $46 | $19,818-99.8% | $16,244-99.7% | $12,315-99.6% |