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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 | $160,040-39.9% | $147,096-34.6% | $145,877-34.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.70% | 98.49%-81.8pp | 419.75%-403.0pp | 551.28%-534.6pp |
| Employer contribution / active EE | $17,000 | $5,289+221.4% | $4,936+244.4% | $4,663+264.6% |
| Participant deferral / active EE | $17,000 | $8,429+101.7% | $8,071+110.6% | $6,691+154.1% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |