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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 | $132,545 | $176,077-24.7% | $159,455-16.9% | $167,518-20.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.00% | 331.83%-311.8pp | 263.63%-243.6pp | 478.71%-458.7pp |
| Employer contribution / active EE | $16,324 | $5,298+208.1% | $4,830+237.9% | $4,838+237.4% |
| Participant deferral / active EE | $6,500 | $7,751-16.1% | $7,353-11.6% | $6,342+2.5% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |