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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 | $109,471 | $160,070-31.6% | $147,117-25.6% | $145,897-25.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.97% | 98.69%-88.7pp | 420.54%-410.6pp | 552.29%-542.3pp |
| Employer contribution / active EE | $20,891 | $5,285+295.3% | $4,932+323.5% | $4,663+348.0% |
| Participant deferral / active EE | $20,930 | $8,419+148.6% | $8,065+159.5% | $6,689+212.9% |
| Admin fee / account holder | $289 | $15,035-98.1% | $12,993-97.8% | $13,390-97.8% |