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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 | $26,030 | $124,346-79.1% | $111,306-76.6% | $167,553-84.5% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 24.67% | 37.46%-12.8pp | 54.67%-30.0pp | 478.89%-454.2pp |
| Employer contribution / active EE | $11,034 | $3,438+221.0% | $2,732+303.9% | $4,840+128.0% |
| Participant deferral / active EE | $5,871 | $5,182+13.3% | $4,488+30.8% | $6,343-7.4% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |