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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 | $118,482 | $209,422-43.4% | $178,503-33.6% | $158,982-25.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.68% | 188.81%-178.1pp | 151.12%-140.4pp | 302.99%-292.3pp |
| Employer contribution / active EE | $13,269 | $5,707+132.5% | $5,011+164.8% | $4,763+178.6% |
| Participant deferral / active EE | $8,667 | $5,955+45.5% | $5,202+66.6% | $5,983+44.8% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |