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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 | $200,338 | $106,247+88.6% | $96,515+107.6% | $139,466+43.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.60% | 38.47%-26.9pp | 35.73%-24.1pp | 373.66%-362.1pp |
| Employer contribution / active EE | $13,830 | $4,106+236.8% | $3,740+269.8% | $4,754+190.9% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |