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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 | $97,823 | $90,486+8.1% | $78,676+24.3% | $273,972-64.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.38% | 75.62%-66.2pp | 62.19%-52.8pp | 41.46%-32.1pp |
| Employer contribution / active EE | $13,807 | $3,175+334.9% | $2,850+384.5% | $4,869+183.6% |
| Participant deferral / active EE | $10,825 | $3,901+177.5% | $3,517+207.8% | $5,287+104.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |