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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 | $114,275 | $176,077-35.1% | $159,455-28.3% | $167,518-31.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.20% | 331.83%-309.6pp | 263.63%-241.4pp | 478.71%-456.5pp |
| Employer contribution / active EE | $20,635 | $5,298+289.5% | $4,830+327.2% | $4,838+326.5% |
| Participant deferral / active EE | $15,060 | $7,751+94.3% | $7,353+104.8% | $6,342+137.5% |
| Admin fee / account holder | $111 | $12,556-99.1% | $10,800-99.0% | $12,312-99.1% |