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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 | $141,137 | $141,004+0.1% | $112,273+25.7% | $139,466+1.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.46% | 32.75%-15.3pp | 30.23%-12.8pp | 373.66%-356.2pp |
| Employer contribution / active EE | $9,285 | $4,285+116.7% | $3,431+170.6% | $4,754+95.3% |
| Participant deferral / active EE | $8,184 | $5,878+39.2% | $4,800+70.5% | $6,712+21.9% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,409-100.0% |