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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 | $71,780 | $166,020-56.8% | $164,866-56.5% | $145,959-50.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.39% | 100.08%-89.7pp | 69.97%-59.6pp | 561.95%-551.6pp |
| Employer contribution / active EE | $13,554 | $5,275+157.0% | $4,343+212.1% | $4,661+190.8% |
| Participant deferral / active EE | $15,250 | $6,961+119.1% | $6,033+152.8% | $6,689+128.0% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |