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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 | $188,281 | $106,247+77.2% | $96,515+95.1% | $139,466+35.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.53% | 38.47%-23.9pp | 35.73%-21.2pp | 373.66%-359.1pp |
| Employer contribution / active EE | $1,200 | $4,106-70.8% | $3,740-67.9% | $4,754-74.8% |
| Participant deferral / active EE | $16,021 | $5,456+193.7% | $4,880+228.3% | $6,712+138.7% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |