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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 | $160,028-19.7% | $147,080-12.6% | $145,884-11.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.42% | 98.60%-86.2pp | 420.17%-407.8pp | 551.85%-539.4pp |
| Employer contribution / active EE | $3,313 | $5,286-37.3% | $4,933-32.9% | $4,662-29.0% |
| Participant deferral / active EE | $20,152 | $8,422+139.3% | $8,066+149.8% | $6,690+201.2% |
| Admin fee / account holder | $33 | $15,030-99.8% | $12,989-99.7% | $13,392-99.8% |