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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 | $90,739 | $162,812-44.3% | $133,971-32.3% | $158,966-42.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.87% | 41.94%-29.1pp | 45.09%-32.2pp | 302.95%-290.1pp |
| Employer contribution / active EE | $9,881 | $4,976+98.6% | $3,919+152.1% | $4,762+107.5% |
| Participant deferral / active EE | $4,727 | $5,910-20.0% | $5,047-6.3% | $5,983-21.0% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |