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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 | $86,442 | $160,040-46.0% | $147,096-41.2% | $145,877-40.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.22% | 98.49%-86.3pp | 419.75%-407.5pp | 551.28%-539.1pp |
| Employer contribution / active EE | $17,396 | $5,289+228.9% | $4,936+252.4% | $4,663+273.1% |
| Participant deferral / active EE | $15,264 | $8,429+81.1% | $8,071+89.1% | $6,691+128.1% |
| Admin fee / account holder | $263 | $15,050-98.3% | $13,005-98.0% | $13,402-98.0% |