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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 | $159,934-78.1% | $147,005-76.2% | $145,959-76.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.21% | 98.24%-85.0pp | 418.76%-405.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $17,557 | $5,287+232.1% | $4,934+255.8% | $4,661+276.7% |
| Participant deferral / active EE | $7,225 | $8,427-14.3% | $8,070-10.5% | $6,689+8.0% |
| Admin fee / account holder | $217 | $15,053-98.6% | $13,006-98.3% | $13,398-98.4% |