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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 | $47,024 | $160,028-70.6% | $147,080-68.0% | $145,884-67.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.97% | 98.60%-82.6pp | 420.17%-404.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $10,260 | $5,286+94.1% | $4,933+108.0% | $4,662+120.1% |
| Participant deferral / active EE | $14,793 | $8,422+75.6% | $8,066+83.4% | $6,690+121.1% |
| Admin fee / account holder | $177 | $15,030-98.8% | $12,989-98.6% | $13,392-98.7% |