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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 | $227,825 | $100,901+125.8% | $75,501+201.8% | $147,586+54.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 9.58% | 35.78%-26.2pp | 27.35%-17.8pp | 578.59%-569.0pp |
| Employer contribution / active EE | $10,000 | $3,253+207.4% | $2,352+325.2% | $4,876+105.1% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |