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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 | $129,241 | $226,135-42.8% | $182,558-29.2% | $152,909-15.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 19.59% | 192.60%-173.0pp | 148.59%-129.0pp | 345.46%-325.9pp |
| Employer contribution / active EE | $14,811 | $4,979+197.5% | $4,076+263.4% | $4,764+210.9% |
| Participant deferral / active EE | $5,471 | $6,371-14.1% | $5,526-1.0% | $5,851-6.5% |
| Admin fee / account holder | $48 | $10,707-99.5% | $8,594-99.4% | $11,601-99.6% |