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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 | $134,305 | $108,897+23.3% | $100,378+33.8% | $145,877-7.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.28% | 58.17%-39.9pp | 49.41%-31.1pp | 551.28%-533.0pp |
| Employer contribution / active EE | $10,500 | $4,420+137.6% | $3,942+166.4% | $4,663+125.2% |
| Participant deferral / active EE | $22,500 | $8,455+166.1% | $8,087+178.2% | $6,691+236.3% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |