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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 | $96,138 | $160,070-39.9% | $147,117-34.7% | $145,897-34.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.70% | 98.69%-82.0pp | 420.54%-403.8pp | 552.29%-535.6pp |
| Employer contribution / active EE | $17,000 | $5,285+221.7% | $4,932+244.7% | $4,663+264.6% |
| Participant deferral / active EE | $17,000 | $8,419+101.9% | $8,065+110.8% | $6,689+154.1% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |