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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 | $153,113 | $109,908+39.3% | $97,161+57.6% | $145,978+4.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.82% | 243.80%-228.0pp | 75.36%-59.5pp | 550.52%-534.7pp |
| Employer contribution / active EE | $22,500 | $3,077+631.1% | $2,723+726.2% | $4,662+382.6% |
| Participant deferral / active EE | $23,000 | $4,679+391.6% | $4,265+439.2% | $6,690+243.8% |
| Admin fee / account holder | $0 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |