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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 | $138,669 | $115,917+19.6% | $100,535+37.9% | $158,982-12.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.88% | 34.80%-20.9pp | 30.90%-17.0pp | 302.99%-289.1pp |
| Employer contribution / active EE | $11,444 | $4,105+178.8% | $3,419+234.8% | $4,763+140.3% |
| Participant deferral / active EE | $6,731 | $6,677+0.8% | $6,271+7.3% | $5,983+12.5% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |