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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 | $105,845 | $105,8560% | $90,161+17.4% | $147,586-28.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.07% | 37.63%-18.6pp | 34.89%-15.8pp | 578.59%-559.5pp |
| Employer contribution / active EE | $4,678 | $4,126+13.4% | $3,318+41.0% | $4,876-4.1% |
| Participant deferral / active EE | $20,320 | $5,733+254.5% | $5,287+284.3% | $5,439+273.6% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |