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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 | $92,736 | $82,678+12.2% | $125,391-26.0% | $68,490+35.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 40.35% | -5.97%+46.3pp | 572.41%-532.1pp | -7.85%+48.2pp |
| Employer contribution / active EE | $1,245 | $3,382-63.2% | $4,816-74.1% | $2,597-52.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $256 | $6,277-95.9% | $10,009-97.4% | $5,403-95.3% |