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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 | $45,257 | $192,737-76.5% | $142,460-68.2% | $139,456-67.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 98.69% | 17.99%+80.7pp | 19.99%+78.7pp | 373.45%-274.8pp |
| Employer contribution / active EE | $12,632 | $5,806+117.6% | $4,847+160.6% | $4,753+165.8% |
| Participant deferral / active EE | $23,572 | $7,208+227.0% | $6,283+275.1% | $6,711+251.2% |
| Admin fee / account holder | $228 | $15,125-98.5% | $10,011-97.7% | $11,407-98.0% |