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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 | $117,210 | $175,257-33.1% | $149,717-21.7% | $139,456-16.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.24% | 166.70%-151.5pp | 134.41%-119.2pp | 373.45%-358.2pp |
| Employer contribution / active EE | $10,104 | $5,477+84.5% | $4,820+109.6% | $4,753+112.6% |
| Participant deferral / active EE | $8,395 | $6,521+28.7% | $5,682+47.8% | $6,711+25.1% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |