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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 | $108,922-15.7% | $100,398-8.6% | $145,978-37.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 117.17% | 58.04%+59.1pp | 49.32%+67.9pp | 550.52%-433.3pp |
| Employer contribution / active EE | $13,583 | $4,426+206.9% | $3,946+244.2% | $4,662+191.4% |
| Participant deferral / active EE | $17,148 | $8,450+102.9% | $8,084+112.1% | $6,690+156.3% |
| Admin fee / account holder | $0 | $9,680-100.0% | $7,893-100.0% | $13,400-100.0% |