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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 | $87,947 | $150,412-41.5% | $120,574-27.1% | $145,884-39.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.73% | 154.50%-138.8pp | 107.42%-91.7pp | 551.85%-536.1pp |
| Employer contribution / active EE | $15,503 | $4,355+256.0% | $3,471+346.7% | $4,662+232.5% |
| Participant deferral / active EE | $11,363 | $6,175+84.0% | $4,996+127.4% | $6,690+69.9% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |