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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 | $82,225 | $176,105-53.3% | $159,474-48.4% | $167,536-50.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 58.73% | 331.91%-273.2pp | 263.68%-204.9pp | 478.82%-420.1pp |
| Employer contribution / active EE | $14,791 | $5,299+179.1% | $4,831+206.2% | $4,839+205.7% |
| Participant deferral / active EE | $19,706 | $7,751+154.2% | $7,353+168.0% | $6,342+210.7% |
| Admin fee / account holder | $234 | $12,559-98.1% | $10,802-97.8% | $12,315-98.1% |