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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 | $85,722 | $157,296-45.5% | $141,191-39.3% | $152,897-43.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 31.15% | 64.34%-33.2pp | 71.41%-40.3pp | 345.43%-314.3pp |
| Employer contribution / active EE | $14,351 | $5,262+172.7% | $4,736+203.0% | $4,764+201.3% |
| Participant deferral / active EE | $6,831 | $7,111-3.9% | $6,710+1.8% | $5,851+16.7% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |