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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 | $110,318 | $152,612-27.7% | $125,192-11.9% | $152,897-27.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 30.44% | 54.85%-24.4pp | 43.79%-13.4pp | 345.43%-315.0pp |
| Employer contribution / active EE | $22,749 | $4,947+359.8% | $3,866+488.4% | $4,764+377.6% |
| Participant deferral / active EE | $9,848 | $5,868+67.8% | $4,937+99.5% | $5,851+68.3% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |