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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 | $128,482 | $160,040-19.7% | $147,096-12.7% | $145,877-11.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.42% | 98.49%-86.1pp | 419.75%-407.3pp | 551.28%-538.9pp |
| Employer contribution / active EE | $3,313 | $5,289-37.4% | $4,936-32.9% | $4,663-29.0% |
| Participant deferral / active EE | $20,152 | $8,429+139.1% | $8,071+149.7% | $6,691+201.2% |
| Admin fee / account holder | $33 | $15,050-99.8% | $13,005-99.7% | $13,402-99.8% |