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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 | $63,895 | $81,840-21.9% | $63,412+0.8% | $125,388-49.0% |
| Participation rate | 87.5% | 73.0%+14.5pp | 67.1%+20.4pp | 83.2%+4.3pp |
| Annual return | 112.32% | -0.10%+112.4pp | 4.04%+108.3pp | 282.24%-169.9pp |
| Employer contribution / active EE | $2,385 | $2,377+0.4% | $1,814+31.5% | $4,866-51.0% |
| Participant deferral / active EE | $6,897 | $3,064+125.1% | $2,496+176.4% | $5,352+28.9% |
| Admin fee / account holder | $0 | $4,951-100.0% | $3,753-100.0% | $9,541-100.0% |