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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 | $58,610 | $166,131-64.7% | $164,975-64.5% | $145,877-59.8% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 17.35% | 100.37%-83.0pp | 70.12%-52.8pp | 551.28%-533.9pp |
| Employer contribution / active EE | $2,201 | $5,276-58.3% | $4,343-49.3% | $4,663-52.8% |
| Participant deferral / active EE | $5,679 | $6,962-18.4% | $6,033-5.9% | $6,691-15.1% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |