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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 | $67,152 | $160,040-58.0% | $147,096-54.3% | $145,877-54.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.16% | 98.49%-80.3pp | 419.75%-401.6pp | 551.28%-533.1pp |
| Employer contribution / active EE | $28,278 | $5,289+434.6% | $4,936+472.9% | $4,663+506.4% |
| Participant deferral / active EE | $19,386 | $8,429+130.0% | $8,071+140.2% | $6,691+189.7% |
| Admin fee / account holder | $137 | $15,050-99.1% | $13,005-98.9% | $13,402-99.0% |