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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 | $159,978-37.9% | $147,041-32.4% | $145,978-31.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.66% | 98.36%-81.7pp | 419.21%-402.5pp | 550.52%-533.9pp |
| Employer contribution / active EE | $5,433 | $5,288+2.7% | $4,935+10.1% | $4,662+16.5% |
| Participant deferral / active EE | $9,315 | $8,429+10.5% | $8,071+15.4% | $6,690+39.3% |
| Admin fee / account holder | $220 | $15,053-98.5% | $13,006-98.3% | $13,400-98.4% |