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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 | $151,794 | $127,298+19.2% | $109,916+38.1% | $167,553-9.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.32% | 22.97%-8.6pp | 29.46%-15.1pp | 478.89%-464.6pp |
| Employer contribution / active EE | $9,806 | $3,325+194.9% | $2,844+244.8% | $4,840+102.6% |
| Participant deferral / active EE | $8,864 | $4,513+96.4% | $4,047+119.0% | $6,343+39.8% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,316-100.0% |