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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 | $42,955 | $160,070-73.2% | $147,117-70.8% | $145,897-70.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.20% | 98.69%-88.5pp | 420.54%-410.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $18,040 | $5,285+241.4% | $4,932+265.7% | $4,663+286.9% |
| Participant deferral / active EE | $8,013 | $8,419-4.8% | $8,065-0.6% | $6,689+19.8% |
| Admin fee / account holder | $92 | $15,035-99.4% | $12,993-99.3% | $13,390-99.3% |