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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 | $156,764 | $209,422-25.1% | $178,503-12.2% | $158,982-1.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 36.00% | 188.81%-152.8pp | 151.12%-115.1pp | 302.99%-267.0pp |
| Employer contribution / active EE | $12,750 | $5,707+123.4% | $5,011+154.4% | $4,763+167.7% |
| Participant deferral / active EE | $21,483 | $5,955+260.8% | $5,202+313.0% | $5,983+259.0% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |