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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 | $111,878 | $91,037+22.9% | $71,671+56.1% | $147,586-24.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 15.19% | 20.48%-5.3pp | 20.65%-5.5pp | 578.59%-563.4pp |
| Employer contribution / active EE | $2,439 | $3,327-26.7% | $2,460-0.9% | $4,876-50.0% |
| Participant deferral / active EE | $10,479 | $4,498+133.0% | $3,438+204.8% | $5,439+92.7% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |