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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 | $98,249 | $176,786-44.4% | $146,643-33.0% | $167,536-41.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.55% | 24.04%-7.5pp | 22.75%-6.2pp | 478.82%-462.3pp |
| Employer contribution / active EE | $9,277 | $5,161+79.7% | $4,137+124.2% | $4,839+91.7% |
| Participant deferral / active EE | $11,640 | $6,440+80.7% | $5,506+111.4% | $6,342+83.5% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |