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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 | $217,314 | $127,298+70.7% | $109,916+97.7% | $167,553+29.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 10.54% | 22.97%-12.4pp | 29.46%-18.9pp | 478.89%-468.4pp |
| Employer contribution / active EE | $15,000 | $3,325+351.1% | $2,844+427.4% | $4,840+209.9% |
| Participant deferral / active EE | $15,600 | $4,513+245.7% | $4,047+285.5% | $6,343+146.0% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,316-100.0% |