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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 | $128,249 | $73,518+74.4% | $63,003+103.6% | $147,585-13.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.59% | 175.46%-159.9pp | 87.59%-72.0pp | 578.57%-563.0pp |
| Employer contribution / active EE | $20,172 | $3,322+507.2% | $2,760+630.8% | $4,876+313.7% |
| Participant deferral / active EE | $13,304 | $4,183+218.0% | $3,329+299.6% | $5,439+144.6% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |