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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 | $98,019 | $144,130-32.0% | $117,861-16.8% | $147,586-33.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.37% | 531.20%-516.8pp | 335.11%-320.7pp | 578.59%-564.2pp |
| Employer contribution / active EE | $13,355 | $4,897+172.7% | $3,786+252.7% | $4,876+173.9% |
| Participant deferral / active EE | $5,809 | $5,316+9.3% | $4,482+29.6% | $5,439+6.8% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |