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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 | $108,327 | $160,028-32.3% | $147,080-26.3% | $145,884-25.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.24% | 98.60%-87.4pp | 420.17%-408.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $11,449 | $5,286+116.6% | $4,933+132.1% | $4,662+145.6% |
| Participant deferral / active EE | $13,464 | $8,422+59.9% | $8,066+66.9% | $6,690+101.3% |
| Admin fee / account holder | $18 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |