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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 | $160,040-37.9% | $147,096-32.4% | $145,877-31.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.66% | 98.49%-81.8pp | 419.75%-403.1pp | 551.28%-534.6pp |
| Employer contribution / active EE | $5,433 | $5,289+2.7% | $4,936+10.1% | $4,663+16.5% |
| Participant deferral / active EE | $9,315 | $8,429+10.5% | $8,071+15.4% | $6,691+39.2% |
| Admin fee / account holder | $220 | $15,050-98.5% | $13,005-98.3% | $13,402-98.4% |