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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 | $114,485 | $175,231-34.7% | $149,696-23.5% | $139,466-17.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.25% | 166.77%-154.5pp | 134.46%-122.2pp | 373.66%-361.4pp |
| Employer contribution / active EE | $10,786 | $5,478+96.9% | $4,821+123.7% | $4,754+126.9% |
| Participant deferral / active EE | $10,316 | $6,521+58.2% | $5,682+81.6% | $6,712+53.7% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |