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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 | $117,829+45.1% | $102,423+66.9% | $145,877+17.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.78% | 31.83%-9.1pp | 29.42%-6.6pp | 551.28%-528.5pp |
| Employer contribution / active EE | $6,605 | $3,615+82.7% | $3,023+118.5% | $4,663+41.6% |
| Participant deferral / active EE | $4,984 | $5,732-13.1% | $5,054-1.4% | $6,691-25.5% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |