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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 | $110,970 | $118,708-6.5% | $98,920+12.2% | $158,966-30.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 22.98% | 372.49%-349.5pp | 196.47%-173.5pp | 302.95%-280.0pp |
| Employer contribution / active EE | $5,480 | $3,334+64.4% | $2,689+103.8% | $4,762+15.1% |
| Participant deferral / active EE | $17,810 | $5,089+250.0% | $4,245+319.6% | $5,983+197.7% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |