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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 | $206,707 | $83,337+148.0% | $67,834+204.7% | $273,972-24.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 9.20% | 259.45%-250.2pp | 138.47%-129.3pp | 41.46%-32.3pp |
| Employer contribution / active EE | $17,741 | $3,287+439.7% | $2,403+638.2% | $4,869+264.4% |
| Participant deferral / active EE | $10,719 | $4,088+162.2% | $3,160+239.2% | $5,287+102.7% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |