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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 | $99,301 | $124,346-20.1% | $111,306-10.8% | $167,553-40.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 11.91% | 37.46%-25.5pp | 54.67%-42.8pp | 478.89%-467.0pp |
| Employer contribution / active EE | $8,528 | $3,438+148.1% | $2,732+212.2% | $4,840+76.2% |
| Participant deferral / active EE | $5,612 | $5,182+8.3% | $4,488+25.0% | $6,343-11.5% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |