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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 | $226,519 | $160,028+41.5% | $147,080+54.0% | $145,884+55.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.72% | 98.60%-79.9pp | 420.17%-401.5pp | 551.85%-533.1pp |
| Employer contribution / active EE | $20,000 | $5,286+278.4% | $4,933+305.4% | $4,662+329.0% |
| Participant deferral / active EE | $14,171 | $8,422+68.3% | $8,066+75.7% | $6,690+111.8% |
| Admin fee / account holder | $127 | $15,030-99.2% | $12,989-99.0% | $13,392-99.1% |