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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 | $110,845 | $99,032+11.9% | $80,022+38.5% | $135,380-18.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 9.96% | 15.39%-5.4pp | 11.22%-1.3pp | 519.81%-509.8pp |
| Employer contribution / active EE | $8,333 | $3,043+173.8% | $2,468+237.6% | $4,779+74.4% |
| Participant deferral / active EE | $8,567 | $4,282+100.1% | $3,686+132.4% | $5,609+52.7% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |