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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 | $68,957 | $157,304-56.2% | $141,197-51.2% | $152,909-54.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 32.84% | 64.34%-31.5pp | 71.41%-38.6pp | 345.46%-312.6pp |
| Employer contribution / active EE | $11,750 | $5,263+123.3% | $4,736+148.1% | $4,764+146.6% |
| Participant deferral / active EE | $7,181 | $7,111+1.0% | $6,710+7.0% | $5,851+22.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |