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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 | $133,827 | $152,619-12.3% | $125,195+6.9% | $152,909-12.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.77% | 54.85%-36.1pp | 43.79%-25.0pp | 345.46%-326.7pp |
| Employer contribution / active EE | $9,994 | $4,947+102.0% | $3,866+158.5% | $4,764+109.8% |
| Participant deferral / active EE | $6,586 | $5,869+12.2% | $4,937+33.4% | $5,851+12.6% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |