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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 | $89,922 | $183,516-51.0% | $155,534-42.2% | $145,884-38.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.53% | 61.43%-49.9pp | 64.92%-53.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $9,006 | $5,315+69.5% | $4,675+92.7% | $4,662+93.2% |
| Participant deferral / active EE | $17,500 | $6,467+170.6% | $5,630+210.8% | $6,690+161.6% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |