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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 | $130,802 | $169,356-22.8% | $129,406+1.1% | $145,897-10.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.69% | 14418.62%-14406.9pp | 9468.18%-9456.5pp | 552.29%-540.6pp |
| Employer contribution / active EE | $19,239 | $5,542+247.1% | $4,155+363.0% | $4,663+312.6% |
| Participant deferral / active EE | $7,667 | $4,987+53.7% | $4,167+84.0% | $6,689+14.6% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |