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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 | $89,070 | $176,120-49.4% | $159,487-44.2% | $167,553-46.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.73% | 331.95%-318.2pp | 263.71%-250.0pp | 478.89%-465.2pp |
| Employer contribution / active EE | $14,529 | $5,299+174.2% | $4,831+200.7% | $4,840+200.2% |
| Participant deferral / active EE | $5,380 | $7,752-30.6% | $7,354-26.8% | $6,343-15.2% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |