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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 | $160,040-21.4% | $147,096-14.5% | $145,877-13.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.19% | 98.49%-82.3pp | 419.75%-403.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $27,400 | $5,289+418.0% | $4,936+455.1% | $4,663+487.6% |
| Participant deferral / active EE | $19,556 | $8,429+132.0% | $8,071+142.3% | $6,691+192.3% |
| Admin fee / account holder | $165 | $15,050-98.9% | $13,005-98.7% | $13,402-98.8% |