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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 | $113,425 | $102,938+10.2% | $94,105+20.5% | $138,895-18.3% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 26.83% | 250.28%-223.5pp | 204.55%-177.7pp | 145.39%-118.6pp |
| Employer contribution / active EE | $3,000 | $2,732+9.8% | $2,504+19.8% | $4,194-28.5% |
| Participant deferral / active EE | $23,500 | $4,196+460.0% | $3,881+505.5% | $6,396+267.4% |
| Admin fee / account holder | $0 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |