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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 | $165,593 | $105,929+56.3% | $81,716+102.6% | $158,966+4.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 17.72% | 38.19%-20.5pp | 29.49%-11.8pp | 302.95%-285.2pp |
| Employer contribution / active EE | $13,680 | $7,802+75.3% | $4,310+217.4% | $4,762+187.2% |
| Participant deferral / active EE | $8,273 | $13,007-36.4% | $7,108+16.4% | $5,983+38.3% |
| Admin fee / account holder | $0 | $8,492-100.0% | $5,159-100.0% | $11,250-100.0% |