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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 | $84,178 | $112,121-24.9% | $95,960-12.3% | $158,966-47.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.68% | 171.16%-158.5pp | 91.63%-78.9pp | 302.95%-290.3pp |
| Employer contribution / active EE | $9,831 | $3,199+207.3% | $2,541+286.9% | $4,762+106.4% |
| Participant deferral / active EE | $5,537 | $4,784+15.7% | $4,167+32.9% | $5,983-7.5% |
| Admin fee / account holder | $19 | $10,135-99.8% | $6,797-99.7% | $11,250-99.8% |