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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 | $178,458 | $103,393+72.6% | $87,103+104.9% | $152,909+16.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 20.82% | 28.10%-7.3pp | 28.19%-7.4pp | 345.46%-324.6pp |
| Employer contribution / active EE | $12,500 | $3,221+288.1% | $2,521+395.7% | $4,764+162.4% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |