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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 | $239,109 | $160,040+49.4% | $147,096+62.6% | $145,877+63.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.51% | 98.49%-87.0pp | 419.75%-408.2pp | 551.28%-539.8pp |
| Employer contribution / active EE | $28,503 | $5,289+438.9% | $4,936+477.5% | $4,663+511.3% |
| Participant deferral / active EE | $20,000 | $8,429+137.3% | $8,071+147.8% | $6,691+198.9% |
| Admin fee / account holder | $210 | $15,050-98.6% | $13,005-98.4% | $13,402-98.4% |