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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 | $118,372 | $114,047+3.8% | $96,144+23.1% | $167,497-29.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.18% | 189.89%-172.7pp | 191.96%-174.8pp | 478.62%-461.4pp |
| Employer contribution / active EE | $6,796 | $3,427+98.3% | $2,797+143.0% | $4,838+40.5% |
| Participant deferral / active EE | $14,096 | $5,194+171.4% | $4,349+224.1% | $6,341+122.3% |
| Admin fee / account holder | $20 | $6,897-99.7% | $5,537-99.6% | $12,310-99.8% |