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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 | $108,588 | $106,918+1.6% | $84,021+29.2% | $152,897-29.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 23.68% | 105.01%-81.3pp | 71.32%-47.6pp | 345.43%-321.8pp |
| Employer contribution / active EE | $9,332 | $2,735+241.2% | $1,984+370.4% | $4,764+95.9% |
| Participant deferral / active EE | $11,486 | $4,012+186.3% | $3,239+254.6% | $5,851+96.3% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |