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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 | $100,894 | $116,203-13.2% | $93,621+7.8% | $152,897-34.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 18.59% | 35.96%-17.4pp | 32.76%-14.2pp | 345.43%-326.8pp |
| Employer contribution / active EE | $14,797 | $3,219+359.7% | $2,719+444.3% | $4,764+210.6% |
| Participant deferral / active EE | $10,062 | $4,605+118.5% | $4,070+147.3% | $5,851+72.0% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |