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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 | $122,712 | $160,028-23.3% | $147,080-16.6% | $145,884-15.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.29% | 98.60%-82.3pp | 420.17%-403.9pp | 551.85%-535.6pp |
| Employer contribution / active EE | $12,849 | $5,286+143.1% | $4,933+160.5% | $4,662+175.6% |
| Participant deferral / active EE | $16,055 | $8,422+90.6% | $8,066+99.0% | $6,690+140.0% |
| Admin fee / account holder | $196 | $15,030-98.7% | $12,989-98.5% | $13,392-98.5% |