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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 | $57,319 | $166,242-65.5% | $165,071-65.3% | $145,884-60.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.71% | 100.44%-88.7pp | 70.17%-58.5pp | 551.85%-540.1pp |
| Employer contribution / active EE | $13,183 | $5,283+149.5% | $4,347+203.2% | $4,662+182.7% |
| Participant deferral / active EE | $11,247 | $6,964+61.5% | $6,035+86.4% | $6,690+68.1% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |