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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 | $78,308 | $100,901-22.4% | $75,501+3.7% | $147,586-46.9% |
| Participation rate | 90.0% | 77.1%+12.9pp | 72.4%+17.6pp | 82.8%+7.2pp |
| Annual return | 18.05% | 35.78%-17.7pp | 27.35%-9.3pp | 578.59%-560.5pp |
| Employer contribution / active EE | $13,336 | $3,253+309.9% | $2,352+467.1% | $4,876+173.5% |
| Participant deferral / active EE | $8,400 | $4,027+108.6% | $3,142+167.3% | $5,439+54.4% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |