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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 | $138,006 | $232,540-40.7% | $185,117-25.4% | $147,586-6.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 24.03% | 43.03%-19.0pp | 40.50%-16.5pp | 578.59%-554.6pp |
| Employer contribution / active EE | $3,607 | $5,195-30.6% | $4,182-13.7% | $4,876-26.0% |
| Participant deferral / active EE | $24,000 | $5,834+311.4% | $5,045+375.7% | $5,439+341.3% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |