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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 | $85,290 | $112,112-23.9% | $95,956-11.1% | $158,950-46.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.89% | 171.15%-156.3pp | 91.63%-76.7pp | 302.91%-288.0pp |
| Employer contribution / active EE | $6,170 | $3,199+92.9% | $2,541+142.8% | $4,762+29.6% |
| Participant deferral / active EE | $18,495 | $4,784+286.6% | $4,167+343.9% | $5,983+209.1% |
| Admin fee / account holder | $154 | $10,134-98.5% | $6,797-97.7% | $11,248-98.6% |