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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 | $57,451 | $108,911-47.2% | $100,392-42.8% | $145,884-60.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.74% | 58.23%-41.5pp | 49.45%-32.7pp | 551.85%-535.1pp |
| Employer contribution / active EE | $13,350 | $4,420+202.0% | $3,941+238.7% | $4,662+186.3% |
| Participant deferral / active EE | $13,350 | $8,459+57.8% | $8,090+65.0% | $6,690+99.6% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |