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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 | $102,097 | $104,937-2.7% | $84,628+20.6% | $152,897-33.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 15.29% | 373.88%-358.6pp | 258.80%-243.5pp | 345.43%-330.1pp |
| Employer contribution / active EE | $5,854 | $3,303+77.2% | $2,653+120.6% | $4,764+22.9% |
| Participant deferral / active EE | $11,010 | $4,690+134.8% | $3,900+182.3% | $5,851+88.2% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |