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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 | $122,612 | $183,988-33.4% | $162,177-24.4% | $152,897-19.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.49% | 150.79%-130.3pp | 115.60%-95.1pp | 345.43%-324.9pp |
| Employer contribution / active EE | $20,000 | $6,370+214.0% | $5,613+256.3% | $4,764+319.9% |
| Participant deferral / active EE | $7,767 | $8,032-3.3% | $7,297+6.4% | $5,851+32.7% |
| Admin fee / account holder | $51 | $13,123-99.6% | $10,843-99.5% | $11,599-99.6% |