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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 | $127,205 | $184,000-30.9% | $162,185-21.6% | $152,909-16.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.50% | 150.80%-131.3pp | 115.61%-96.1pp | 345.46%-326.0pp |
| Employer contribution / active EE | $23,076 | $6,370+262.2% | $5,613+311.1% | $4,764+384.4% |
| Participant deferral / active EE | $17,250 | $8,033+114.8% | $7,297+136.4% | $5,851+194.8% |
| Admin fee / account holder | $17 | $13,124-99.9% | $10,844-99.8% | $11,601-99.9% |