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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 | $81,111 | $111,785-27.4% | $93,669-13.4% | $145,877-44.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 20.13% | 203.79%-183.7pp | 133.59%-113.5pp | 551.28%-531.1pp |
| Employer contribution / active EE | $5,487 | $3,096+77.2% | $2,424+126.4% | $4,663+17.7% |
| Participant deferral / active EE | $19,330 | $4,919+293.0% | $4,416+337.8% | $6,691+188.9% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |