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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 | $159,978-31.6% | $147,041-25.6% | $145,978-25.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.97% | 98.36%-88.4pp | 419.21%-409.2pp | 550.52%-540.5pp |
| Employer contribution / active EE | $20,891 | $5,288+295.0% | $4,935+323.3% | $4,662+348.1% |
| Participant deferral / active EE | $20,930 | $8,429+148.3% | $8,071+159.3% | $6,690+212.9% |
| Admin fee / account holder | $289 | $15,053-98.1% | $13,006-97.8% | $13,400-97.8% |