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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 | $122,246 | $112,131+9.0% | $95,964+27.4% | $158,982-23.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.01% | 171.19%-150.2pp | 91.64%-70.6pp | 302.99%-282.0pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $19,500 | $4,784+307.6% | $4,167+368.0% | $5,983+225.9% |
| Admin fee / account holder | $272 | $10,136-97.3% | $6,797-96.0% | $11,252-97.6% |