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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 | $125,763 | $160,070-21.4% | $147,117-14.5% | $145,897-13.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.19% | 98.69%-82.5pp | 420.54%-404.3pp | 552.29%-536.1pp |
| Employer contribution / active EE | $27,400 | $5,285+418.5% | $4,932+455.5% | $4,663+487.7% |
| Participant deferral / active EE | $19,556 | $8,419+132.3% | $8,065+142.5% | $6,689+192.4% |
| Admin fee / account holder | $165 | $15,035-98.9% | $12,993-98.7% | $13,390-98.8% |