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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 | $131,085 | $115,814+13.2% | $101,275+29.4% | $158,982-17.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.70% | 56.16%-41.5pp | 46.48%-31.8pp | 302.99%-288.3pp |
| Employer contribution / active EE | $11,250 | $4,176+169.4% | $3,660+207.4% | $4,763+136.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |