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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 | $92,886 | $104,937-11.5% | $84,628+9.8% | $152,897-39.2% |
| Participation rate | 93.3% | 74.8%+18.5pp | 68.2%+25.1pp | 82.5%+10.9pp |
| Annual return | 20.44% | 373.88%-353.4pp | 258.80%-238.4pp | 345.43%-325.0pp |
| Employer contribution / active EE | $1,119 | $3,303-66.1% | $2,653-57.8% | $4,764-76.5% |
| Participant deferral / active EE | $3,006 | $4,690-35.9% | $3,900-22.9% | $5,851-48.6% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |