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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 | $205,324 | $225,673-9.0% | $203,872+0.7% | $155,188+32.3% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 12.12% | 95.91%-83.8pp | 85.11%-73.0pp | 148.84%-136.7pp |
| Employer contribution / active EE | $24,500 | $4,099+497.8% | $3,757+552.0% | $4,248+476.8% |
| Participant deferral / active EE | $26,250 | $6,893+280.8% | $6,388+311.0% | $6,531+301.9% |
| Admin fee / account holder | $0 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |