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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 | $76,466 | $160,070-52.2% | $147,117-48.0% | $145,897-47.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.53% | 98.69%-82.2pp | 420.54%-404.0pp | 552.29%-535.8pp |
| Employer contribution / active EE | $6,805 | $5,285+28.8% | $4,932+38.0% | $4,663+46.0% |
| Participant deferral / active EE | $12,096 | $8,419+43.7% | $8,065+50.0% | $6,689+80.8% |
| Admin fee / account holder | $296 | $15,035-98.0% | $12,993-97.7% | $13,390-97.8% |