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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 | $130,893 | $201,344-35.0% | $184,243-29.0% | $145,877-10.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.21% | 29.01%-15.8pp | 28.82%-15.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $18,391 | $7,022+161.9% | $6,427+186.2% | $4,663+294.4% |
| Participant deferral / active EE | $6,523 | $9,807-33.5% | $9,132-28.6% | $6,691-2.5% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |