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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 | $220,010 | $100,901+118.0% | $75,501+191.4% | $147,586+49.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 17.99% | 35.78%-17.8pp | 27.35%-9.4pp | 578.59%-560.6pp |
| Employer contribution / active EE | $1,924 | $3,253-40.9% | $2,352-18.2% | $4,876-60.5% |
| Participant deferral / active EE | $10,582 | $4,027+162.8% | $3,142+236.8% | $5,439+94.6% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |