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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 | $119,872 | $159,934-25.0% | $147,005-18.5% | $145,959-17.9% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 16.87% | 98.24%-81.4pp | 418.76%-401.9pp | 561.95%-545.1pp |
| Employer contribution / active EE | $21,342 | $5,287+303.6% | $4,934+332.5% | $4,661+357.9% |
| Participant deferral / active EE | $17,411 | $8,427+106.6% | $8,070+115.8% | $6,689+160.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |