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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 | $90,676 | $176,105-48.5% | $159,474-43.1% | $167,536-45.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.12% | 331.91%-311.8pp | 263.68%-243.6pp | 478.82%-458.7pp |
| Employer contribution / active EE | $13,525 | $5,299+155.2% | $4,831+180.0% | $4,839+179.5% |
| Participant deferral / active EE | $6,725 | $7,751-13.2% | $7,353-8.5% | $6,342+6.0% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |