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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 | $97,687 | $106,005-7.8% | $92,239+5.9% | $147,585-33.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.14% | 50.05%-31.9pp | 176.29%-158.1pp | 578.58%-560.4pp |
| Employer contribution / active EE | $11,132 | $4,333+156.9% | $3,680+202.5% | $4,876+128.3% |
| Participant deferral / active EE | $12,955 | $4,478+189.3% | $3,897+232.4% | $5,439+138.2% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |