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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 | $81,623 | $183,539-55.5% | $155,556-47.5% | $145,897-44.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.84% | 61.31%-40.5pp | 64.84%-44.0pp | 552.29%-531.4pp |
| Employer contribution / active EE | $23,000 | $5,315+332.7% | $4,675+391.9% | $4,663+393.3% |
| Participant deferral / active EE | $23,000 | $6,467+255.7% | $5,631+308.5% | $6,689+243.8% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |