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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 | $114,870 | $169,161-32.1% | $129,295-11.2% | $145,959-21.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.44% | 14348.07%-14328.6pp | 9429.28%-9409.8pp | 561.95%-542.5pp |
| Employer contribution / active EE | $8,187 | $5,543+47.7% | $4,157+96.9% | $4,661+75.7% |
| Participant deferral / active EE | $17,833 | $4,989+257.4% | $4,169+327.7% | $6,689+166.6% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |