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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 | $91,768 | $108,942-15.8% | $100,415-8.6% | $145,897-37.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 117.17% | 58.27%+58.9pp | 49.47%+67.7pp | 552.29%-435.1pp |
| Employer contribution / active EE | $13,583 | $4,422+207.2% | $3,943+244.5% | $4,663+191.3% |
| Participant deferral / active EE | $17,148 | $8,461+102.7% | $8,091+111.9% | $6,689+156.3% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |