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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 | $147,251 | $176,786-16.7% | $146,643+0.4% | $167,536-12.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.04% | 24.04%-14.0pp | 22.75%-12.7pp | 478.82%-468.8pp |
| Employer contribution / active EE | $24,703 | $5,161+378.6% | $4,137+497.2% | $4,839+410.5% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |