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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 | $163,621 | $110,039+48.7% | $97,260+68.2% | $145,884+12.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 19.88% | 244.44%-224.6pp | 75.54%-55.7pp | 551.85%-532.0pp |
| Employer contribution / active EE | $13,752 | $3,074+347.3% | $2,721+405.4% | $4,662+195.0% |
| Participant deferral / active EE | $9,571 | $4,674+104.8% | $4,262+124.6% | $6,690+43.1% |
| Admin fee / account holder | $12 | $6,204-99.8% | $5,640-99.8% | $13,392-99.9% |