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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 | $163,556 | $118,875+37.6% | $96,572+69.4% | $167,553-2.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 25.88% | 50.50%-24.6pp | 37.79%-11.9pp | 478.89%-453.0pp |
| Employer contribution / active EE | $15,195 | $3,121+386.9% | $2,357+544.6% | $4,840+214.0% |
| Participant deferral / active EE | $13,516 | $4,617+192.7% | $3,850+251.1% | $6,343+113.1% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |