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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 | $117,506 | $165,381-28.9% | $149,730-21.5% | $158,966-26.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.08% | 348.29%-335.2pp | 276.70%-263.6pp | 302.95%-289.9pp |
| Employer contribution / active EE | $12,924 | $5,104+153.2% | $4,645+178.2% | $4,762+171.4% |
| Participant deferral / active EE | $13,900 | $7,182+93.5% | $6,843+103.1% | $5,983+132.3% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |