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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 | $166,242-34.3% | $165,071-33.8% | $145,884-25.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.46% | 100.44%-89.0pp | 70.17%-58.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $18,257 | $5,283+245.6% | $4,347+319.9% | $4,662+291.6% |
| Participant deferral / active EE | $26,750 | $6,964+284.1% | $6,035+343.2% | $6,690+299.9% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |