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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 | $106,620 | $160,059-33.4% | $140,019-23.9% | $135,380-21.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 8.85% | 911.48%-902.6pp | 651.17%-642.3pp | 519.81%-511.0pp |
| Employer contribution / active EE | $17,000 | $6,420+164.8% | $5,605+203.3% | $4,779+255.7% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |