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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 | $48,707 | $160,070-69.6% | $147,117-66.9% | $145,897-66.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.40% | 98.69%-82.3pp | 420.54%-404.1pp | 552.29%-535.9pp |
| Employer contribution / active EE | $5,708 | $5,285+8.0% | $4,932+15.7% | $4,663+22.4% |
| Participant deferral / active EE | $20,800 | $8,419+147.0% | $8,065+157.9% | $6,689+210.9% |
| Admin fee / account holder | $202 | $15,035-98.7% | $12,993-98.4% | $13,390-98.5% |