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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 | $105,005 | $108,911-3.6% | $100,392+4.6% | $145,884-28.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.55% | 58.23%-40.7pp | 49.45%-31.9pp | 551.85%-534.3pp |
| Employer contribution / active EE | $8,250 | $4,420+86.7% | $3,941+109.3% | $4,662+77.0% |
| Participant deferral / active EE | $21,068 | $8,459+149.1% | $8,090+160.4% | $6,690+214.9% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |