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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 | $107,731 | $227,597-52.7% | $189,575-43.2% | $167,536-35.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.46% | 78.44%-66.0pp | 64.19%-51.7pp | 478.82%-466.4pp |
| Employer contribution / active EE | $9,133 | $5,316+71.8% | $4,412+107.0% | $4,839+88.7% |
| Participant deferral / active EE | $11,298 | $7,002+61.3% | $6,174+83.0% | $6,342+78.1% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |