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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 | $114,504 | $209,422-45.3% | $178,503-35.9% | $158,982-28.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.63% | 188.81%-172.2pp | 151.12%-134.5pp | 302.99%-286.4pp |
| Employer contribution / active EE | $23,498 | $5,707+311.7% | $5,011+368.9% | $4,763+393.4% |
| Participant deferral / active EE | $13,523 | $5,955+127.1% | $5,202+159.9% | $5,983+126.0% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |