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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 | $114,840 | $133,983-14.3% | $112,244+2.3% | $134,493-14.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 1.82% | 47.13%-45.3pp | 27.46%-25.6pp | 418.01%-416.2pp |
| Employer contribution / active EE | $30,589 | $4,039+657.4% | $3,635+741.5% | $4,740+545.3% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $7,490-100.0% | $6,411-100.0% | $11,425-100.0% |