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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 | $111,830-27.5% | $93,696-13.4% | $145,884-44.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 20.13% | 204.08%-183.9pp | 133.74%-113.6pp | 551.85%-531.7pp |
| Employer contribution / active EE | $5,487 | $3,093+77.4% | $2,422+126.5% | $4,662+17.7% |
| Participant deferral / active EE | $19,330 | $4,920+292.9% | $4,417+337.7% | $6,690+189.0% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |