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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 | $120,528 | $144,130-16.4% | $117,861+2.3% | $147,586-18.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.54% | 531.20%-517.7pp | 335.11%-321.6pp | 578.59%-565.1pp |
| Employer contribution / active EE | $3,411 | $4,897-30.3% | $3,786-9.9% | $4,876-30.1% |
| Participant deferral / active EE | $10,971 | $5,316+106.4% | $4,482+144.8% | $5,439+101.7% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |