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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 | $114,172 | $160,040-28.7% | $147,096-22.4% | $145,877-21.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.08% | 98.49%-78.4pp | 419.75%-399.7pp | 551.28%-531.2pp |
| Employer contribution / active EE | $35,550 | $5,289+572.1% | $4,936+620.2% | $4,663+662.4% |
| Participant deferral / active EE | $17,243 | $8,429+104.6% | $8,071+113.6% | $6,691+157.7% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |