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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 | $170,222 | $75,935+124.2% | $60,547+181.1% | $125,388+35.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 1.07% | -5.38%+6.4pp | 335.64%-334.6pp | 282.24%-281.2pp |
| Employer contribution / active EE | $13,881 | $3,438+303.8% | $2,419+473.8% | $4,866+185.3% |
| Participant deferral / active EE | $16,450 | $4,506+265.0% | $3,328+394.3% | $5,352+207.4% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |