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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 | $107,126 | $112,933-5.1% | $90,970+17.8% | $158,982-32.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 22.82% | 215.82%-193.0pp | 134.60%-111.8pp | 302.99%-280.2pp |
| Employer contribution / active EE | $14,810 | $2,893+411.9% | $2,122+598.0% | $4,763+210.9% |
| Participant deferral / active EE | $13,431 | $4,128+225.4% | $3,373+298.2% | $5,983+124.5% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |