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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 | $115,623 | $103,008+12.2% | $90,304+28.0% | $152,897-24.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 29.68% | 95.22%-65.5pp | 78.13%-48.5pp | 345.43%-315.8pp |
| Employer contribution / active EE | $19,341 | $3,139+516.1% | $2,855+577.5% | $4,764+306.0% |
| Participant deferral / active EE | $12,500 | $4,281+192.0% | $3,885+221.7% | $5,851+113.6% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |