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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 | $105,618 | $160,040-34.0% | $147,096-28.2% | $145,877-27.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.54% | 98.49%-85.0pp | 419.75%-406.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $20,921 | $5,289+295.5% | $4,936+323.9% | $4,663+348.7% |
| Participant deferral / active EE | $20,707 | $8,429+145.7% | $8,071+156.6% | $6,691+209.5% |
| Admin fee / account holder | $83 | $15,050-99.5% | $13,005-99.4% | $13,402-99.4% |