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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 | $70,569 | $99,652-29.2% | $78,778-10.4% | $147,585-52.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.45% | 47.28%-29.8pp | 35.62%-18.2pp | 578.58%-561.1pp |
| Employer contribution / active EE | $18,759 | $2,796+571.0% | $1,986+844.7% | $4,876+284.7% |
| Participant deferral / active EE | $12,045 | $3,664+228.8% | $2,958+307.2% | $5,439+121.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |