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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 | $133,614 | $105,864+26.2% | $90,162+48.2% | $147,585-9.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.57% | 37.63%-24.1pp | 34.88%-21.3pp | 578.56%-565.0pp |
| Employer contribution / active EE | $17,047 | $4,126+313.2% | $3,318+413.8% | $4,876+249.6% |
| Participant deferral / active EE | $9,137 | $5,733+59.4% | $5,287+72.8% | $5,439+68.0% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |