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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 | $71,376 | $169,336-57.8% | $129,384-44.8% | $145,884-51.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 28.19% | 14408.70%-14380.5pp | 9461.77%-9433.6pp | 551.85%-523.7pp |
| Employer contribution / active EE | $21,500 | $5,540+288.1% | $4,153+417.7% | $4,662+361.1% |
| Participant deferral / active EE | $13,839 | $4,985+177.6% | $4,166+232.2% | $6,690+106.9% |
| Admin fee / account holder | $221 | $9,912-97.8% | $7,686-97.1% | $13,392-98.3% |