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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 | $149,823 | $133,998+11.8% | $112,263+33.5% | $134,545+11.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.15% | 47.17%-62.3pp | 27.49%-42.6pp | 418.37%-433.5pp |
| Employer contribution / active EE | $12,869 | $4,040+218.5% | $3,636+253.9% | $4,742+171.4% |
| Participant deferral / active EE | $9,665 | $5,292+82.6% | $4,729+104.4% | $6,401+51.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |