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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 | $115,848 | $232,540-50.2% | $185,117-37.4% | $147,586-21.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.81% | 43.03%-28.2pp | 40.50%-25.7pp | 578.59%-563.8pp |
| Employer contribution / active EE | $11,701 | $5,195+125.2% | $4,182+179.8% | $4,876+140.0% |
| Participant deferral / active EE | $6,515 | $5,834+11.7% | $5,045+29.1% | $5,439+19.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |