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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 | $79,750 | $118,467-32.7% | $98,450-19.0% | $139,456-42.8% |
| Participation rate | 75.0% | 77.5%-2.5pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 61.36% | 18.95%+42.4pp | 21.16%+40.2pp | 373.45%-312.1pp |
| Employer contribution / active EE | $1,610 | $3,611-55.4% | $3,049-47.2% | $4,753-66.1% |
| Participant deferral / active EE | $9,848 | $5,393+82.6% | $4,739+107.8% | $6,711+46.7% |
| Admin fee / account holder | $0 | $14,057-100.0% | $8,961-100.0% | $11,407-100.0% |