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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 | $87,235 | $159,934-45.5% | $147,005-40.7% | $145,959-40.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 29.39% | 98.24%-68.8pp | 418.76%-389.4pp | 561.95%-532.6pp |
| Employer contribution / active EE | $16,580 | $5,287+213.6% | $4,934+236.0% | $4,661+255.7% |
| Participant deferral / active EE | $19,325 | $8,427+129.3% | $8,070+139.5% | $6,689+188.9% |
| Admin fee / account holder | $87 | $15,053-99.4% | $13,006-99.3% | $13,398-99.3% |