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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 | $106,370 | $112,131-5.1% | $95,964+10.8% | $158,982-33.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.12% | 171.19%-163.1pp | 91.64%-83.5pp | 302.99%-294.9pp |
| Employer contribution / active EE | $15,590 | $3,199+387.3% | $2,541+513.4% | $4,763+227.3% |
| Participant deferral / active EE | $11,804 | $4,784+146.7% | $4,167+183.3% | $5,983+97.3% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |