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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 | $103,471 | $160,040-35.3% | $147,096-29.7% | $145,877-29.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.65% | 98.49%-85.8pp | 419.75%-407.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $9,450 | $5,289+78.7% | $4,936+91.5% | $4,663+102.7% |
| Participant deferral / active EE | $17,890 | $8,429+112.2% | $8,071+121.7% | $6,691+167.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |