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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 | $46,600 | $70,121-33.5% | $63,803-27.0% | $138,895-66.4% |
| Participation rate | 80.0% | 77.2%+2.8pp | 72.7%+7.3pp | 79.9%+0.1pp |
| Annual return | 24.09% | 946.48%-922.4pp | 543.72%-519.6pp | 145.39%-121.3pp |
| Employer contribution / active EE | $4,054 | $2,882+40.7% | $2,532+60.1% | $4,194-3.3% |
| Participant deferral / active EE | $10,076 | $4,535+122.2% | $3,843+162.2% | $6,396+57.5% |
| Admin fee / account holder | $3 | $6,738-100.0% | $5,196-99.9% | $12,562-100.0% |