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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 | $158,747 | $225,673-29.7% | $203,872-22.1% | $155,188+2.3% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 18.89% | 95.91%-77.0pp | 85.11%-66.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $26,893 | $4,099+556.1% | $3,757+615.7% | $4,248+533.1% |
| Participant deferral / active EE | $21,052 | $6,893+205.4% | $6,388+229.6% | $6,531+222.3% |
| Admin fee / account holder | $0 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |