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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 | $42,085 | $160,040-73.7% | $147,096-71.4% | $145,877-71.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 52.18% | 98.49%-46.3pp | 419.75%-367.6pp | 551.28%-499.1pp |
| Employer contribution / active EE | $12,491 | $5,289+136.2% | $4,936+153.1% | $4,663+167.9% |
| Participant deferral / active EE | $13,294 | $8,429+57.7% | $8,071+64.7% | $6,691+98.7% |
| Admin fee / account holder | $10 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |