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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 | $88,185 | $159,978-44.9% | $147,041-40.0% | $145,978-39.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.14% | 98.36%-84.2pp | 419.21%-405.1pp | 550.52%-536.4pp |
| Employer contribution / active EE | $5,272 | $5,288-0.3% | $4,935+6.8% | $4,662+13.1% |
| Participant deferral / active EE | $16,796 | $8,429+99.3% | $8,071+108.1% | $6,690+151.1% |
| Admin fee / account holder | $263 | $15,053-98.3% | $13,006-98.0% | $13,400-98.0% |