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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 | $83,446 | $160,070-47.9% | $147,117-43.3% | $145,897-42.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.13% | 98.69%-88.6pp | 420.54%-410.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $8,547 | $5,285+61.7% | $4,932+73.3% | $4,663+83.3% |
| Participant deferral / active EE | $16,481 | $8,419+95.7% | $8,065+104.4% | $6,689+146.4% |
| Admin fee / account holder | $201 | $15,035-98.7% | $12,993-98.5% | $13,390-98.5% |