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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 | $140,597 | $190,916-26.4% | $160,037-12.1% | $134,545+4.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 0.21% | 552.79%-552.6pp | 408.95%-408.7pp | 418.37%-418.2pp |
| Employer contribution / active EE | $12,500 | $4,996+150.2% | $4,226+195.8% | $4,742+163.6% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |