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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 | $208,589 | $135,956+53.4% | $123,894+68.4% | $273,972-23.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 23.91% | 56.63%-32.7pp | 47.52%-23.6pp | 41.46%-17.5pp |
| Employer contribution / active EE | $41,250 | $5,170+697.9% | $4,617+793.5% | $4,869+747.2% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |