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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 | $77,086 | $100,139-23.0% | $85,187-9.5% | $145,884-47.2% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 12.82% | 84.15%-71.3pp | 66.67%-53.8pp | 551.85%-539.0pp |
| Employer contribution / active EE | $4,480 | $3,238+38.4% | $2,732+64.0% | $4,662-3.9% |
| Participant deferral / active EE | $8,962 | $5,296+69.2% | $4,525+98.1% | $6,690+34.0% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |