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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 | $104,429 | $226,090-53.8% | $182,531-42.8% | $152,885-31.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 26.92% | 192.57%-165.6pp | 148.57%-121.7pp | 345.39%-318.5pp |
| Employer contribution / active EE | $16,799 | $4,978+237.5% | $4,075+312.2% | $4,763+252.7% |
| Participant deferral / active EE | $4,900 | $6,369-23.1% | $5,525-11.3% | $5,851-16.3% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |