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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 | $136,764 | $166,131-17.7% | $164,975-17.1% | $145,877-6.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.55% | 100.37%-78.8pp | 70.12%-48.6pp | 551.28%-529.7pp |
| Employer contribution / active EE | $9,930 | $5,276+88.2% | $4,343+128.7% | $4,663+112.9% |
| Participant deferral / active EE | $30,500 | $6,962+338.1% | $6,033+405.5% | $6,691+355.9% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |