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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 | $83,732 | $106,008-21.0% | $92,240-9.2% | $147,586-43.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.34% | 50.05%-31.7pp | 176.29%-158.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $13,965 | $4,333+222.3% | $3,680+279.5% | $4,876+186.4% |
| Participant deferral / active EE | $9,200 | $4,478+105.4% | $3,897+136.1% | $5,439+69.2% |
| Admin fee / account holder | $299 | $6,333-95.3% | $5,194-94.2% | $10,886-97.3% |