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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 | $176,120-49.9% | $159,487-44.7% | $167,553-47.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 140.49% | 331.95%-191.5pp | 263.71%-123.2pp | 478.89%-338.4pp |
| Employer contribution / active EE | $19,095 | $5,299+260.3% | $4,831+295.2% | $4,840+294.5% |
| Participant deferral / active EE | $9,883 | $7,752+27.5% | $7,354+34.4% | $6,343+55.8% |
| Admin fee / account holder | $39 | $12,561-99.7% | $10,804-99.6% | $12,316-99.7% |