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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 | $101,154 | $101,618-0.5% | $93,063+8.7% | $137,256-26.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.84% | 223.95%-205.1pp | 34.15%-15.3pp | 220.34%-201.5pp |
| Employer contribution / active EE | $5,576 | $2,707+106.0% | $2,476+125.2% | $4,156+34.2% |
| Participant deferral / active EE | $25,587 | $4,279+497.9% | $3,958+546.4% | $6,407+299.4% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |