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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 | $86,612 | $176,077-50.8% | $159,455-45.7% | $167,518-48.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.39% | 331.83%-305.4pp | 263.63%-237.2pp | 478.71%-452.3pp |
| Employer contribution / active EE | $16,415 | $5,298+209.8% | $4,830+239.8% | $4,838+239.3% |
| Participant deferral / active EE | $19,500 | $7,751+151.6% | $7,353+165.2% | $6,342+207.5% |
| Admin fee / account holder | $291 | $12,556-97.7% | $10,800-97.3% | $12,312-97.6% |