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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 | $129,652 | $209,425-38.1% | $178,499-27.4% | $158,966-18.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.57% | 188.80%-164.2pp | 151.10%-126.5pp | 302.95%-278.4pp |
| Employer contribution / active EE | $18,054 | $5,707+216.3% | $5,011+260.3% | $4,762+279.1% |
| Participant deferral / active EE | $8,971 | $5,955+50.6% | $5,202+72.4% | $5,983+49.9% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |