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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 | $138,350 | $225,673-38.7% | $203,872-32.1% | $155,188-10.9% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 20.43% | 95.91%-75.5pp | 85.11%-64.7pp | 148.84%-128.4pp |
| Employer contribution / active EE | $20,055 | $4,099+389.3% | $3,757+433.7% | $4,248+372.1% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |