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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 | $98,045 | $160,040-38.7% | $147,096-33.3% | $145,877-32.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.37% | 98.49%-80.1pp | 419.75%-401.4pp | 551.28%-532.9pp |
| Employer contribution / active EE | $5,555 | $5,289+5.0% | $4,936+12.5% | $4,663+19.1% |
| Participant deferral / active EE | $10,265 | $8,429+21.8% | $8,071+27.2% | $6,691+53.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |