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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 | $170,934 | $117,859+45.0% | $102,438+66.9% | $145,959+17.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.78% | 31.72%-8.9pp | 29.37%-6.6pp | 561.95%-539.2pp |
| Employer contribution / active EE | $6,605 | $3,615+82.7% | $3,024+118.4% | $4,661+41.7% |
| Participant deferral / active EE | $4,984 | $5,732-13.1% | $5,054-1.4% | $6,689-25.5% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |