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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 | $135,791 | $160,070-15.2% | $147,117-7.7% | $145,897-6.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.02% | 98.69%-78.7pp | 420.54%-400.5pp | 552.29%-532.3pp |
| Employer contribution / active EE | $15,063 | $5,285+185.0% | $4,932+205.4% | $4,663+223.0% |
| Participant deferral / active EE | $44,500 | $8,419+428.5% | $8,065+451.8% | $6,689+565.2% |
| Admin fee / account holder | $52 | $15,035-99.7% | $12,993-99.6% | $13,390-99.6% |