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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 | $126,964 | $106,905+18.8% | $84,020+51.1% | $152,885-17.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 19.91% | 105.00%-85.1pp | 71.31%-51.4pp | 345.39%-325.5pp |
| Employer contribution / active EE | $12,613 | $2,735+361.2% | $1,984+535.9% | $4,763+164.8% |
| Participant deferral / active EE | $1,651 | $4,012-58.8% | $3,239-49.0% | $5,851-71.8% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |