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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 | $81,221 | $175,259-53.7% | $149,723-45.8% | $139,487-41.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.93% | 166.82%-146.9pp | 134.50%-114.6pp | 373.84%-353.9pp |
| Employer contribution / active EE | $6,240 | $5,478+13.9% | $4,821+29.4% | $4,755+31.2% |
| Participant deferral / active EE | $22,500 | $6,522+245.0% | $5,682+296.0% | $6,713+235.2% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |