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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 | $81,948 | $160,028-48.8% | $147,080-44.3% | $145,884-43.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.64% | 98.60%-80.0pp | 420.17%-401.5pp | 551.85%-533.2pp |
| Employer contribution / active EE | $9,500 | $5,286+79.7% | $4,933+92.6% | $4,662+103.8% |
| Participant deferral / active EE | $20,084 | $8,422+138.5% | $8,066+149.0% | $6,690+200.2% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |