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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 | $75,582 | $125,193-39.6% | $105,591-28.4% | $145,978-48.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 20.10% | 225.53%-205.4pp | 116.43%-96.3pp | 550.52%-530.4pp |
| Employer contribution / active EE | $20,700 | $3,718+456.7% | $3,166+553.8% | $4,662+344.0% |
| Participant deferral / active EE | $23,000 | $5,708+303.0% | $5,008+359.2% | $6,690+243.8% |
| Admin fee / account holder | $0 | $17,277-100.0% | $11,024-100.0% | $13,400-100.0% |