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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 | $77,313 | $96,965-20.3% | $97,995-21.1% | $147,586-47.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 22.07% | 24.11%-2.0pp | 23.94%-1.9pp | 578.59%-556.5pp |
| Employer contribution / active EE | $18,389 | $4,536+305.4% | $4,158+342.2% | $4,876+277.1% |
| Participant deferral / active EE | $12,470 | $5,081+145.4% | $5,097+144.7% | $5,439+129.3% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,886-100.0% |