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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 | $160,040-15.2% | $147,096-7.7% | $145,877-6.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.02% | 98.49%-78.5pp | 419.75%-399.7pp | 551.28%-531.3pp |
| Employer contribution / active EE | $15,063 | $5,289+184.8% | $4,936+205.2% | $4,663+223.0% |
| Participant deferral / active EE | $44,500 | $8,429+428.0% | $8,071+451.4% | $6,691+565.1% |
| Admin fee / account holder | $52 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |