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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 | $117,201 | $159,978-26.7% | $147,041-20.3% | $145,978-19.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.16% | 98.36%-86.2pp | 419.21%-407.1pp | 550.52%-538.4pp |
| Employer contribution / active EE | $15,000 | $5,288+183.7% | $4,935+204.0% | $4,662+221.8% |
| Participant deferral / active EE | $15,000 | $8,429+78.0% | $8,071+85.9% | $6,690+124.2% |
| Admin fee / account holder | $50 | $15,053-99.7% | $13,006-99.6% | $13,400-99.6% |