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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 | $97,016 | $114,013-14.9% | $103,693-6.4% | $155,188-37.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 25.85% | 49.31%-23.5pp | 47.61%-21.8pp | 148.84%-123.0pp |
| Employer contribution / active EE | $8,360 | $3,131+167.0% | $2,920+186.3% | $4,248+96.8% |
| Participant deferral / active EE | $11,860 | $4,970+138.6% | $4,579+159.0% | $6,531+81.6% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |