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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 | $99,422 | $160,070-37.9% | $147,117-32.4% | $145,897-31.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.66% | 98.69%-82.0pp | 420.54%-403.9pp | 552.29%-535.6pp |
| Employer contribution / active EE | $5,433 | $5,285+2.8% | $4,932+10.2% | $4,663+16.5% |
| Participant deferral / active EE | $9,315 | $8,419+10.6% | $8,065+15.5% | $6,689+39.3% |
| Admin fee / account holder | $220 | $15,035-98.5% | $12,993-98.3% | $13,390-98.4% |