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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 | $136,829 | $185,905-26.4% | $170,057-19.5% | $139,487-1.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.10% | 60.56%-42.5pp | 53.42%-35.3pp | 373.84%-355.7pp |
| Employer contribution / active EE | $43,500 | $7,597+472.6% | $6,790+540.6% | $4,755+814.9% |
| Participant deferral / active EE | $22,500 | $11,627+93.5% | $10,411+116.1% | $6,713+235.2% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |