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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 | $85,189 | $183,627-53.6% | $155,602-45.3% | $145,978-41.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 94.26% | 61.32%+32.9pp | 64.81%+29.5pp | 550.52%-456.3pp |
| Employer contribution / active EE | $36,519 | $5,316+586.9% | $4,675+681.1% | $4,662+683.4% |
| Participant deferral / active EE | $23,000 | $6,466+255.7% | $5,629+308.6% | $6,690+243.8% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |