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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 | $113,013 | $111,878+1.0% | $93,727+20.6% | $145,897-22.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.56% | 204.28%-188.7pp | 133.83%-118.3pp | 552.29%-536.7pp |
| Employer contribution / active EE | $9,600 | $3,092+210.5% | $2,421+296.5% | $4,663+105.9% |
| Participant deferral / active EE | $9,600 | $4,920+95.1% | $4,417+117.3% | $6,689+43.5% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |