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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 | $160,040-52.2% | $147,096-48.0% | $145,877-47.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.53% | 98.49%-82.0pp | 419.75%-403.2pp | 551.28%-534.8pp |
| Employer contribution / active EE | $6,805 | $5,289+28.7% | $4,936+37.9% | $4,663+45.9% |
| Participant deferral / active EE | $12,096 | $8,429+43.5% | $8,071+49.9% | $6,691+80.8% |
| Admin fee / account holder | $296 | $15,050-98.0% | $13,005-97.7% | $13,402-97.8% |