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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 | $107,269 | $183,988-41.7% | $162,177-33.9% | $152,897-29.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 33.60% | 150.79%-117.2pp | 115.60%-82.0pp | 345.43%-311.8pp |
| Employer contribution / active EE | $14,000 | $6,370+119.8% | $5,613+149.4% | $4,764+193.9% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $282 | $13,123-97.9% | $10,843-97.4% | $11,599-97.6% |