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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 | $112,893 | $160,040-29.5% | $147,096-23.3% | $145,877-22.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.60% | 98.49%-78.9pp | 419.75%-400.1pp | 551.28%-531.7pp |
| Employer contribution / active EE | $17,923 | $5,289+238.8% | $4,936+263.1% | $4,663+284.4% |
| Participant deferral / active EE | $13,012 | $8,429+54.4% | $8,071+61.2% | $6,691+94.5% |
| Admin fee / account holder | $189 | $15,050-98.7% | $13,005-98.5% | $13,402-98.6% |