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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 | $218,372 | $165,939+31.6% | $122,354+78.5% | $147,586+48.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 27.12% | 34.56%-7.4pp | 30.28%-3.2pp | 578.59%-551.5pp |
| Employer contribution / active EE | $35,000 | $5,754+508.2% | $4,051+764.0% | $4,876+617.7% |
| Participant deferral / active EE | $18,000 | $4,005+349.4% | $3,287+447.6% | $5,439+231.0% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |