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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 | $90,228 | $183,592-50.9% | $155,574-42.0% | $145,877-38.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.71% | 61.37%-33.7pp | 64.87%-37.2pp | 551.28%-523.6pp |
| Employer contribution / active EE | $42,851 | $5,317+706.0% | $4,676+816.5% | $4,663+819.0% |
| Participant deferral / active EE | $5,960 | $6,466-7.8% | $5,629+5.9% | $6,691-10.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |