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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 | $164,119 | $105,158+56.1% | $94,672+73.4% | $139,487+17.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.05% | 38.11%-17.1pp | 156.89%-135.8pp | 373.84%-352.8pp |
| Employer contribution / active EE | $18,240 | $4,107+344.1% | $3,673+396.6% | $4,755+283.6% |
| Participant deferral / active EE | $10,000 | $7,599+31.6% | $7,417+34.8% | $6,713+49.0% |
| Admin fee / account holder | $12 | $8,972-99.9% | $7,222-99.8% | $11,407-99.9% |