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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 | $160,070-19.7% | $147,117-12.7% | $145,897-11.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.42% | 98.69%-86.3pp | 420.54%-408.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $3,313 | $5,285-37.3% | $4,932-32.8% | $4,663-29.0% |
| Participant deferral / active EE | $20,152 | $8,419+139.3% | $8,065+149.9% | $6,689+201.3% |
| Admin fee / account holder | $33 | $15,035-99.8% | $12,993-99.7% | $13,390-99.8% |