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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 | $109,247 | $166,131-34.2% | $164,975-33.8% | $145,877-25.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.46% | 100.37%-88.9pp | 70.12%-58.7pp | 551.28%-539.8pp |
| Employer contribution / active EE | $18,257 | $5,276+246.1% | $4,343+320.4% | $4,663+291.5% |
| Participant deferral / active EE | $26,750 | $6,962+284.2% | $6,033+343.4% | $6,691+299.8% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |