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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 | $225,490 | $90,486+149.2% | $78,676+186.6% | $273,972-17.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 14.42% | 75.62%-61.2pp | 62.19%-47.8pp | 41.46%-27.0pp |
| Employer contribution / active EE | $10,766 | $3,175+239.1% | $2,850+277.8% | $4,869+121.1% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |