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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 | $97,214 | $154,159-36.9% | $130,026-25.2% | $139,456-30.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.57% | 32.50%-14.9pp | -137.26%+154.8pp | 373.45%-355.9pp |
| Employer contribution / active EE | $12,505 | $5,292+136.3% | $4,321+189.4% | $4,753+163.1% |
| Participant deferral / active EE | $19,957 | $6,710+197.4% | $5,821+242.9% | $6,711+197.4% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |