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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 | $158,223 | $165,381-4.3% | $149,730+5.7% | $158,966-0.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.55% | 348.29%-320.7pp | 276.70%-249.2pp | 302.95%-275.4pp |
| Employer contribution / active EE | $35,144 | $5,104+588.5% | $4,645+656.6% | $4,762+637.9% |
| Participant deferral / active EE | $19,500 | $7,182+171.5% | $6,843+185.0% | $5,983+225.9% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |