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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 | $53,874 | $159,978-66.3% | $147,041-63.4% | $145,978-63.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.52% | 98.36%-76.8pp | 419.21%-397.7pp | 550.52%-529.0pp |
| Employer contribution / active EE | $14,168 | $5,288+167.9% | $4,935+187.1% | $4,662+203.9% |
| Participant deferral / active EE | $15,768 | $8,429+87.1% | $8,071+95.4% | $6,690+135.7% |
| Admin fee / account holder | $249 | $15,053-98.3% | $13,006-98.1% | $13,400-98.1% |