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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 | $140,344 | $124,314+12.9% | $109,163+28.6% | $167,518-16.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 30.40% | 26.04%+4.4pp | 25.75%+4.6pp | 478.71%-448.3pp |
| Employer contribution / active EE | $15,655 | $4,209+272.0% | $3,723+320.5% | $4,838+223.5% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |