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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 | $220,334 | $157,829+39.6% | $136,867+61.0% | $198,609+10.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 7.06% | 51.25%-44.2pp | 42.97%-35.9pp | 202.70%-195.6pp |
| Employer contribution / active EE | $14,015 | $3,923+257.3% | $3,547+295.1% | $5,055+177.2% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |