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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 | $78,220 | $90,530-13.6% | $76,030+2.9% | $145,897-46.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.90% | 625.08%-608.2pp | 361.54%-344.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $10,585 | $3,319+218.9% | $2,688+293.9% | $4,663+127.0% |
| Participant deferral / active EE | $14,543 | $5,164+181.6% | $4,257+241.6% | $6,689+117.4% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |