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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 | $103,090 | $115,810-11.0% | $101,271+1.8% | $158,966-35.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 28.37% | 56.15%-27.8pp | 46.48%-18.1pp | 302.95%-274.6pp |
| Employer contribution / active EE | $13,681 | $4,175+227.7% | $3,660+273.8% | $4,762+187.3% |
| Participant deferral / active EE | $10,480 | $4,958+111.4% | $4,371+139.8% | $5,983+75.2% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |