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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 | $125,571 | $160,028-21.5% | $147,080-14.6% | $145,884-13.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.53% | 98.60%-71.1pp | 420.17%-392.6pp | 551.85%-524.3pp |
| Employer contribution / active EE | $22,690 | $5,286+329.3% | $4,933+359.9% | $4,662+386.7% |
| Participant deferral / active EE | $23,000 | $8,422+173.1% | $8,066+185.1% | $6,690+243.8% |
| Admin fee / account holder | $166 | $15,030-98.9% | $12,989-98.7% | $13,392-98.8% |