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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 | $138,210 | $165,381-16.4% | $149,730-7.7% | $158,966-13.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 51.21% | 348.29%-297.1pp | 276.70%-225.5pp | 302.95%-251.7pp |
| Employer contribution / active EE | $16,175 | $5,104+216.9% | $4,645+248.2% | $4,762+239.6% |
| Participant deferral / active EE | $11,215 | $7,182+56.1% | $6,843+63.9% | $5,983+87.4% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |