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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 | $119,228 | $160,040-25.5% | $147,096-18.9% | $145,877-18.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.27% | 98.49%-83.2pp | 419.75%-404.5pp | 551.28%-536.0pp |
| Employer contribution / active EE | $18,699 | $5,289+253.5% | $4,936+278.8% | $4,663+301.0% |
| Participant deferral / active EE | $10,920 | $8,429+29.6% | $8,071+35.3% | $6,691+63.2% |
| Admin fee / account holder | $2 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |