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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 | $54,228 | $160,070-66.1% | $147,117-63.1% | $145,897-62.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.45% | 98.69%-81.2pp | 420.54%-403.1pp | 552.29%-534.8pp |
| Employer contribution / active EE | $16,816 | $5,285+218.2% | $4,932+240.9% | $4,663+260.6% |
| Participant deferral / active EE | $10,202 | $8,419+21.2% | $8,065+26.5% | $6,689+52.5% |
| Admin fee / account holder | $173 | $15,035-98.9% | $12,993-98.7% | $13,390-98.7% |