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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 | $34,956 | $160,040-78.2% | $147,096-76.2% | $145,877-76.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.21% | 98.49%-85.3pp | 419.75%-406.5pp | 551.28%-538.1pp |
| Employer contribution / active EE | $17,557 | $5,289+231.9% | $4,936+255.7% | $4,663+276.5% |
| Participant deferral / active EE | $7,225 | $8,429-14.3% | $8,071-10.5% | $6,691+8.0% |
| Admin fee / account holder | $217 | $15,050-98.6% | $13,005-98.3% | $13,402-98.4% |