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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 | $128,738 | $217,432-40.8% | $185,851-30.7% | $167,553-23.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.83% | 148.43%-133.6pp | 122.11%-107.3pp | 478.89%-464.1pp |
| Employer contribution / active EE | $22,745 | $5,874+287.2% | $5,168+340.1% | $4,840+370.0% |
| Participant deferral / active EE | $18,524 | $6,357+191.4% | $5,569+232.7% | $6,343+192.1% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |