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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 | $140,651 | $226,105-37.8% | $182,540-22.9% | $152,897-8.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 26.77% | 192.58%-165.8pp | 148.58%-121.8pp | 345.43%-318.7pp |
| Employer contribution / active EE | $14,517 | $4,978+191.6% | $4,076+256.2% | $4,764+204.8% |
| Participant deferral / active EE | $8,531 | $6,370+33.9% | $5,525+54.4% | $5,851+45.8% |
| Admin fee / account holder | $1 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |