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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 | $240,202 | $107,941+122.5% | $91,994+161.1% | $152,897+57.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 14.88% | 89.28%-74.4pp | 69.04%-54.2pp | 345.43%-330.6pp |
| Employer contribution / active EE | $17,500 | $4,212+315.5% | $3,453+406.8% | $4,764+267.4% |
| Participant deferral / active EE | $19,000 | $6,366+198.5% | $5,924+220.7% | $5,851+224.7% |
| Admin fee / account holder | -$183 | $10,521-101.7% | $7,744-102.4% | $11,599-101.6% |