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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 | $130,860 | $77,416+69.0% | $69,464+88.4% | $152,897-14.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 19.29% | 39.08%-19.8pp | 28.98%-9.7pp | 345.43%-326.1pp |
| Employer contribution / active EE | $11,238 | $3,315+239.1% | $2,779+304.3% | $4,764+135.9% |
| Participant deferral / active EE | $15,505 | $4,413+251.3% | $3,536+338.5% | $5,851+165.0% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |