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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 | $92,017 | $112,121-17.9% | $95,960-4.1% | $158,966-42.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 32.12% | 171.16%-139.0pp | 91.63%-59.5pp | 302.95%-270.8pp |
| Employer contribution / active EE | $25,852 | $3,199+708.1% | $2,541+917.3% | $4,762+442.8% |
| Participant deferral / active EE | $12,900 | $4,784+169.6% | $4,167+209.6% | $5,983+115.6% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |