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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 | $94,151 | $121,677-22.6% | $104,625-10.0% | $158,966-40.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.72% | 465.58%-447.9pp | 340.60%-322.9pp | 302.95%-285.2pp |
| Employer contribution / active EE | $20,958 | $3,165+562.2% | $2,681+681.6% | $4,762+340.1% |
| Participant deferral / active EE | $11,772 | $4,175+181.9% | $3,738+215.0% | $5,983+96.8% |
| Admin fee / account holder | $0 | $7,777-100.0% | $6,465-100.0% | $11,250-100.0% |