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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 | $78,327 | $160,070-51.1% | $147,117-46.8% | $145,897-46.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.85% | 98.69%-83.8pp | 420.54%-405.7pp | 552.29%-537.4pp |
| Employer contribution / active EE | $27,661 | $5,285+423.4% | $4,932+460.8% | $4,663+493.3% |
| Participant deferral / active EE | $7,506 | $8,419-10.9% | $8,065-6.9% | $6,689+12.2% |
| Admin fee / account holder | $14 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |