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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 | $78,663 | $109,372-28.1% | $89,414-12.0% | $158,966-50.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.06% | 345.55%-325.5pp | 245.50%-225.4pp | 302.95%-282.9pp |
| Employer contribution / active EE | $4,322 | $3,171+36.3% | $2,586+67.1% | $4,762-9.2% |
| Participant deferral / active EE | $7,537 | $4,598+63.9% | $3,890+93.8% | $5,983+26.0% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |