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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 | $81,975 | $160,070-48.8% | $147,117-44.3% | $145,897-43.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.72% | 98.69%-83.0pp | 420.54%-404.8pp | 552.29%-536.6pp |
| Employer contribution / active EE | $4,359 | $5,285-17.5% | $4,932-11.6% | $4,663-6.5% |
| Participant deferral / active EE | $16,045 | $8,419+90.6% | $8,065+99.0% | $6,689+139.9% |
| Admin fee / account holder | $31 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |