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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 | $180,029 | $162,821+10.6% | $133,978+34.4% | $158,982+13.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 26.48% | 41.95%-15.5pp | 45.10%-18.6pp | 302.99%-276.5pp |
| Employer contribution / active EE | $21,311 | $4,976+328.2% | $3,919+443.8% | $4,763+347.4% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |