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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 | $112,057 | $160,040-30.0% | $147,096-23.8% | $145,877-23.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 47.25% | 98.49%-51.2pp | 419.75%-372.5pp | 551.28%-504.0pp |
| Employer contribution / active EE | $9,847 | $5,289+86.2% | $4,936+99.5% | $4,663+111.2% |
| Participant deferral / active EE | $5,750 | $8,429-31.8% | $8,071-28.8% | $6,691-14.1% |
| Admin fee / account holder | $171 | $15,050-98.9% | $13,005-98.7% | $13,402-98.7% |