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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 | $66,862 | $160,028-58.2% | $147,080-54.5% | $145,884-54.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.05% | 98.60%-82.5pp | 420.17%-404.1pp | 551.85%-535.8pp |
| Employer contribution / active EE | $23,732 | $5,286+349.0% | $4,933+381.0% | $4,662+409.0% |
| Participant deferral / active EE | $7,872 | $8,422-6.5% | $8,066-2.4% | $6,690+17.7% |
| Admin fee / account holder | $282 | $15,030-98.1% | $12,989-97.8% | $13,392-97.9% |