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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 | $123,377 | $148,629-17.0% | $135,982-9.3% | $139,487-11.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.30% | 79.33%-66.0pp | 68.32%-55.0pp | 373.84%-360.5pp |
| Employer contribution / active EE | $22,803 | $5,247+334.6% | $4,859+369.3% | $4,755+379.6% |
| Participant deferral / active EE | $11,550 | $8,102+42.5% | $7,760+48.8% | $6,713+72.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |