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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 | $61,158 | $175,259-65.1% | $149,723-59.2% | $139,487-56.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.61% | 166.82%-146.2pp | 134.50%-113.9pp | 373.84%-353.2pp |
| Employer contribution / active EE | $11,726 | $5,478+114.1% | $4,821+143.2% | $4,755+146.6% |
| Participant deferral / active EE | $6,339 | $6,522-2.8% | $5,682+11.6% | $6,713-5.6% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |