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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 | $98,206 | $175,231-44.0% | $149,696-34.4% | $139,466-29.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.80% | 166.77%-143.0pp | 134.46%-110.7pp | 373.66%-349.9pp |
| Employer contribution / active EE | $13,163 | $5,478+140.3% | $4,821+173.0% | $4,754+176.9% |
| Participant deferral / active EE | $9,803 | $6,521+50.3% | $5,682+72.5% | $6,712+46.1% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |