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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 | $71,214 | $111,878-36.3% | $93,727-24.0% | $145,897-51.2% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 13.86% | 204.28%-190.4pp | 133.83%-120.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,367 | $3,092-23.5% | $2,421-2.2% | $4,663-49.2% |
| Participant deferral / active EE | $6,992 | $4,920+42.1% | $4,417+58.3% | $6,689+4.5% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |