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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 | $86,325 | $106,008-18.6% | $92,240-6.4% | $147,586-41.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.14% | 50.05%-34.9pp | 176.29%-161.2pp | 578.59%-563.5pp |
| Employer contribution / active EE | $16,291 | $4,333+275.9% | $3,680+342.7% | $4,876+234.1% |
| Participant deferral / active EE | $21,000 | $4,478+368.9% | $3,897+438.9% | $5,439+286.1% |
| Admin fee / account holder | $46 | $6,333-99.3% | $5,194-99.1% | $10,886-99.6% |