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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 | $53,165 | $160,028-66.8% | $147,080-63.9% | $145,884-63.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.38% | 98.60%-81.2pp | 420.17%-402.8pp | 551.85%-534.5pp |
| Employer contribution / active EE | $6,198 | $5,286+17.3% | $4,933+25.6% | $4,662+32.9% |
| Participant deferral / active EE | $14,326 | $8,422+70.1% | $8,066+77.6% | $6,690+114.2% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |