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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 | $108,326 | $103,393+4.8% | $87,103+24.4% | $152,909-29.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 21.63% | 28.10%-6.5pp | 28.19%-6.6pp | 345.46%-323.8pp |
| Employer contribution / active EE | $15,280 | $3,221+374.4% | $2,521+506.0% | $4,764+220.7% |
| Participant deferral / active EE | $22,000 | $4,778+360.4% | $4,049+443.4% | $5,851+276.0% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |