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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 | $134,372 | $90,486+48.5% | $78,676+70.8% | $273,972-51.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.11% | 75.62%-71.5pp | 62.19%-58.1pp | 41.46%-37.3pp |
| Employer contribution / active EE | $18,181 | $3,175+472.6% | $2,850+537.9% | $4,869+273.4% |
| Participant deferral / active EE | $11,167 | $3,901+186.2% | $3,517+217.5% | $5,287+111.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |