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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 | $107,205 | $101,069+6.1% | $81,478+31.6% | $147,585-27.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.86% | 32.40%-12.5pp | 38.78%-18.9pp | 578.57%-558.7pp |
| Employer contribution / active EE | $10,304 | $3,205+221.5% | $2,568+301.3% | $4,876+111.3% |
| Participant deferral / active EE | $12,387 | $4,242+192.0% | $3,537+250.2% | $5,439+127.8% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |