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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 | $105,568 | $167,483-37.0% | $115,752-8.8% | $147,585-28.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 22.68% | 12.11%+10.6pp | 19.41%+3.3pp | 578.58%-555.9pp |
| Employer contribution / active EE | $14,339 | $4,960+189.1% | $3,492+310.6% | $4,876+194.0% |
| Participant deferral / active EE | $12,292 | $7,037+74.7% | $5,204+136.2% | $5,439+126.0% |
| Admin fee / account holder | $0 | $13,069-100.0% | $6,278-100.0% | $10,886-100.0% |