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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 | $197,514 | $131,835+49.8% | $108,582+81.9% | $273,972-27.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.25% | -91.57%+101.8pp | -51.70%+61.9pp | 41.46%-31.2pp |
| Employer contribution / active EE | $23,889 | $4,913+386.3% | $3,758+535.6% | $4,869+390.7% |
| Participant deferral / active EE | $9,011 | $5,127+75.7% | $4,311+109.0% | $5,287+70.4% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |