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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 | $202,718 | $118,877+70.5% | $96,570+109.9% | $167,536+21.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 35.53% | 50.50%-15.0pp | 37.79%-2.3pp | 478.82%-443.3pp |
| Employer contribution / active EE | $1,777 | $3,121-43.0% | $2,357-24.6% | $4,839-63.3% |
| Participant deferral / active EE | $9,003 | $4,617+95.0% | $3,849+133.9% | $6,342+42.0% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |