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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 | $151,998 | $177,353-14.3% | $158,226-3.9% | $198,609-23.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 15.41% | 599.50%-584.1pp | 501.41%-486.0pp | 202.70%-187.3pp |
| Employer contribution / active EE | $20,175 | $3,239+522.9% | $2,986+575.8% | $5,055+299.1% |
| Participant deferral / active EE | $15,172 | $4,615+228.8% | $4,317+251.5% | $6,977+117.5% |
| Admin fee / account holder | $96 | $10,960-99.1% | $10,217-99.1% | $19,030-99.5% |