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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 | $116,307 | $100,073+16.2% | $85,126+36.6% | $145,877-20.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.15% | 84.11%-67.0pp | 66.63%-49.5pp | 551.28%-534.1pp |
| Employer contribution / active EE | $10,245 | $3,236+216.6% | $2,731+275.1% | $4,663+119.7% |
| Participant deferral / active EE | $15,740 | $5,294+197.3% | $4,523+248.0% | $6,691+135.3% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |