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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 | $120,291 | $99,921+20.4% | $85,009+41.5% | $145,959-17.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.43% | 83.89%-73.5pp | 66.47%-56.0pp | 561.95%-551.5pp |
| Employer contribution / active EE | $8,408 | $3,233+160.1% | $2,728+208.2% | $4,661+80.4% |
| Participant deferral / active EE | $30,633 | $5,293+478.8% | $4,522+577.5% | $6,689+358.0% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |