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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 | $95,819 | $160,040-40.1% | $147,096-34.9% | $145,877-34.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.48% | 98.49%-85.0pp | 419.75%-406.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $14,237 | $5,289+169.2% | $4,936+188.4% | $4,663+205.3% |
| Participant deferral / active EE | $15,081 | $8,429+78.9% | $8,071+86.9% | $6,691+125.4% |
| Admin fee / account holder | $102 | $15,050-99.3% | $13,005-99.2% | $13,402-99.2% |