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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 | $77,477 | $159,978-51.6% | $147,041-47.3% | $145,978-46.9% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.0pp | 80.3%+3.9pp |
| Annual return | 20.68% | 98.36%-77.7pp | 419.21%-398.5pp | 550.52%-529.8pp |
| Employer contribution / active EE | $15,772 | $5,288+198.3% | $4,935+219.6% | $4,662+238.3% |
| Participant deferral / active EE | $16,369 | $8,429+94.2% | $8,071+102.8% | $6,690+144.7% |
| Admin fee / account holder | $30 | $15,053-99.8% | $13,006-99.8% | $13,400-99.8% |