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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 | $111,583 | $142,430-21.7% | $115,170-3.1% | $152,897-27.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 29.93% | 41.48%-11.5pp | 35.60%-5.7pp | 345.43%-315.5pp |
| Employer contribution / active EE | $12,995 | $4,011+224.0% | $3,179+308.8% | $4,764+172.8% |
| Participant deferral / active EE | $8,307 | $5,165+60.8% | $4,169+99.3% | $5,851+42.0% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,599-100.0% |