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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 | $87,494 | $176,794-50.5% | $146,647-40.3% | $167,553-47.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.41% | 24.04%-14.6pp | 22.75%-13.3pp | 478.89%-469.5pp |
| Employer contribution / active EE | $7,940 | $5,161+53.8% | $4,137+91.9% | $4,840+64.1% |
| Participant deferral / active EE | $11,054 | $6,440+71.6% | $5,506+100.8% | $6,343+74.3% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |