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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 | $131,614 | $108,897+20.9% | $100,378+31.1% | $145,877-9.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 83.50% | 58.17%+25.3pp | 49.41%+34.1pp | 551.28%-467.8pp |
| Employer contribution / active EE | $16,000 | $4,420+262.0% | $3,942+305.9% | $4,663+243.1% |
| Participant deferral / active EE | $11,900 | $8,455+40.8% | $8,087+47.1% | $6,691+77.9% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |