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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 | $105,718 | $111,830-5.5% | $93,696+12.8% | $145,884-27.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.53% | 204.08%-190.6pp | 133.74%-120.2pp | 551.85%-538.3pp |
| Employer contribution / active EE | $14,556 | $3,093+370.6% | $2,422+501.0% | $4,662+212.2% |
| Participant deferral / active EE | $9,435 | $4,920+91.8% | $4,417+113.6% | $6,690+41.0% |
| Admin fee / account holder | $278 | $10,249-97.3% | $8,287-96.7% | $13,392-97.9% |