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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 | $99,148 | $228,352-56.6% | $185,827-46.6% | $158,950-37.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 47.36% | 40.81%+6.5pp | 35.96%+11.4pp | 302.91%-255.6pp |
| Employer contribution / active EE | $28,605 | $4,967+476.0% | $4,087+599.9% | $4,762+500.7% |
| Participant deferral / active EE | $18,938 | $6,416+195.2% | $5,633+236.2% | $5,983+216.5% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,248-100.0% |