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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 | $118,486 | $165,939-28.6% | $122,354-3.2% | $147,586-19.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 100.98% | 34.56%+66.4pp | 30.28%+70.7pp | 578.59%-477.6pp |
| Employer contribution / active EE | $8,379 | $5,754+45.6% | $4,051+106.9% | $4,876+71.8% |
| Participant deferral / active EE | $4,109 | $4,005+2.6% | $3,287+25.0% | $5,439-24.5% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |