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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 | $133,000 | $160,040-16.9% | $147,096-9.6% | $145,877-8.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 19.05% | 98.49%-79.4pp | 419.75%-400.7pp | 551.28%-532.2pp |
| Employer contribution / active EE | $9,376 | $5,289+77.3% | $4,936+90.0% | $4,663+101.1% |
| Participant deferral / active EE | $16,911 | $8,429+100.6% | $8,071+109.5% | $6,691+152.8% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |