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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 | $71,590 | $160,028-55.3% | $147,080-51.3% | $145,884-50.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.02% | 98.60%-87.6pp | 420.17%-409.2pp | 551.85%-540.8pp |
| Employer contribution / active EE | $9,594 | $5,286+81.5% | $4,933+94.5% | $4,662+105.8% |
| Participant deferral / active EE | $22,719 | $8,422+169.8% | $8,066+181.7% | $6,690+239.6% |
| Admin fee / account holder | $245 | $15,030-98.4% | $12,989-98.1% | $13,392-98.2% |