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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 | $85,405 | $108,212-21.1% | $77,513+10.2% | $158,966-46.3% |
| Participation rate | 83.3% | 64.4%+18.9pp | 54.2%+29.1pp | 82.0%+1.4pp |
| Annual return | 25.23% | 31.67%-6.4pp | 54.81%-29.6pp | 302.95%-277.7pp |
| Employer contribution / active EE | $8,583 | $1,325+547.8% | $987+769.9% | $4,762+80.2% |
| Participant deferral / active EE | $12,833 | $2,455+422.6% | $1,861+589.6% | $5,983+114.5% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |