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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 | $96,960 | $160,040-39.4% | $147,096-34.1% | $145,877-33.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.32% | 98.49%-81.2pp | 419.75%-402.4pp | 551.28%-534.0pp |
| Employer contribution / active EE | $9,231 | $5,289+74.5% | $4,936+87.0% | $4,663+98.0% |
| Participant deferral / active EE | $23,000 | $8,429+172.9% | $8,071+185.0% | $6,691+243.8% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |