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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 | $59,717 | $160,028-62.7% | $147,080-59.4% | $145,884-59.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.75% | 98.60%-80.8pp | 420.17%-402.4pp | 551.85%-534.1pp |
| Employer contribution / active EE | $13,034 | $5,286+146.6% | $4,933+164.2% | $4,662+179.6% |
| Participant deferral / active EE | $8,830 | $8,422+4.8% | $8,066+9.5% | $6,690+32.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |