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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 | $72,752 | $101,063-28.0% | $81,473-10.7% | $147,585-50.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 20.39% | 32.41%-12.0pp | 38.78%-18.4pp | 578.58%-558.2pp |
| Employer contribution / active EE | $5,556 | $3,206+73.3% | $2,568+116.3% | $4,876+13.9% |
| Participant deferral / active EE | $6,446 | $4,242+51.9% | $3,537+82.3% | $5,439+18.5% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |