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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 | $160,070-26.8% | $147,117-20.3% | $145,897-19.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.16% | 98.69%-86.5pp | 420.54%-408.4pp | 552.29%-540.1pp |
| Employer contribution / active EE | $15,000 | $5,285+183.8% | $4,932+204.1% | $4,663+221.7% |
| Participant deferral / active EE | $15,000 | $8,419+78.2% | $8,065+86.0% | $6,689+124.2% |
| Admin fee / account holder | $50 | $15,035-99.7% | $12,993-99.6% | $13,390-99.6% |