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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 | $249,496 | $91,037+174.1% | $71,671+248.1% | $147,586+69.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.84% | 20.48%-3.6pp | 20.65%-3.8pp | 578.59%-561.8pp |
| Employer contribution / active EE | $17,221 | $3,327+417.5% | $2,460+600.1% | $4,876+253.1% |
| Participant deferral / active EE | $7,708 | $4,498+71.4% | $3,438+124.2% | $5,439+41.7% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |