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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 | $130,367 | $110,801+17.7% | $86,868+50.1% | $167,518-22.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 12.15% | 117.00%-104.9pp | 63.53%-51.4pp | 478.71%-466.6pp |
| Employer contribution / active EE | $6,375 | $3,245+96.5% | $2,496+155.4% | $4,838+31.8% |
| Participant deferral / active EE | $11,113 | $4,547+144.4% | $3,699+200.4% | $6,342+75.2% |
| Admin fee / account holder | $0 | $8,417-100.0% | $5,829-100.0% | $12,312-100.0% |