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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 | $81,853 | $110,212-25.7% | $96,534-15.2% | $139,466-41.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.17% | 26.42%-6.2pp | 25.88%-5.7pp | 373.66%-353.5pp |
| Employer contribution / active EE | $7,860 | $3,620+117.1% | $2,965+165.0% | $4,754+65.3% |
| Participant deferral / active EE | $9,382 | $5,547+69.1% | $4,851+93.4% | $6,712+39.8% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |