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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 | $156,652 | $101,063+55.0% | $81,473+92.3% | $147,586+6.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.34% | 32.41%-13.1pp | 38.78%-19.4pp | 578.59%-559.2pp |
| Employer contribution / active EE | $11,867 | $3,206+270.2% | $2,568+362.1% | $4,876+143.3% |
| Participant deferral / active EE | $6,000 | $4,242+41.4% | $3,537+69.6% | $5,439+10.3% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |