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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 | $141,815 | $154,209-8.0% | $130,062+9.0% | $139,487+1.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.37% | 32.52%-16.2pp | -137.37%+153.7pp | 373.84%-357.5pp |
| Employer contribution / active EE | $9,789 | $5,292+85.0% | $4,322+126.5% | $4,755+105.9% |
| Participant deferral / active EE | $18,750 | $6,709+179.5% | $5,821+222.1% | $6,713+179.3% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |