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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 | $96,747 | $176,105-45.1% | $159,474-39.3% | $167,536-42.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.36% | 331.91%-311.6pp | 263.68%-243.3pp | 478.82%-458.5pp |
| Employer contribution / active EE | $24,629 | $5,299+364.8% | $4,831+409.8% | $4,839+409.0% |
| Participant deferral / active EE | $14,675 | $7,751+89.3% | $7,353+99.6% | $6,342+131.4% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |