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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 | $108,506 | $93,124+16.5% | $77,100+40.7% | $134,545-19.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 2.28% | 62.68%-60.4pp | 42.35%-40.1pp | 418.37%-416.1pp |
| Employer contribution / active EE | $8,452 | $3,421+147.0% | $2,815+200.2% | $4,742+78.2% |
| Participant deferral / active EE | $14,800 | $5,242+182.3% | $4,430+234.1% | $6,401+131.2% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |