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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 | $63,515 | $175,259-63.8% | $149,723-57.6% | $139,487-54.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 35.55% | 166.82%-131.3pp | 134.50%-99.0pp | 373.84%-338.3pp |
| Employer contribution / active EE | $6,000 | $5,478+9.5% | $4,821+24.4% | $4,755+26.2% |
| Participant deferral / active EE | $24,000 | $6,522+268.0% | $5,682+322.4% | $6,713+257.5% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |