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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 | $185,490 | $102,828+80.4% | $105,387+76.0% | $152,897+21.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.98% | 20.85%+4.1pp | 26.82%-1.8pp | 345.43%-320.4pp |
| Employer contribution / active EE | $9,687 | $4,473+116.6% | $4,213+129.9% | $4,764+103.4% |
| Participant deferral / active EE | $15,250 | $5,465+179.1% | $5,502+177.2% | $5,851+160.6% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,599-100.0% |