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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 | $119,194 | $175,231-32.0% | $149,696-20.4% | $139,466-14.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.41% | 166.77%-148.4pp | 134.46%-116.0pp | 373.66%-355.2pp |
| Employer contribution / active EE | $20,610 | $5,478+276.2% | $4,821+327.5% | $4,754+333.5% |
| Participant deferral / active EE | $11,856 | $6,521+81.8% | $5,682+108.6% | $6,712+76.6% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |