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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 | $140,436 | $159,978-12.2% | $147,041-4.5% | $145,978-3.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.53% | 98.36%-80.8pp | 419.21%-401.7pp | 550.52%-533.0pp |
| Employer contribution / active EE | $30,011 | $5,288+467.5% | $4,935+508.1% | $4,662+543.8% |
| Participant deferral / active EE | $21,228 | $8,429+151.9% | $8,071+163.0% | $6,690+217.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |