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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 | $44,864 | $115,810-61.3% | $101,271-55.7% | $158,966-71.8% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 31.64% | 56.15%-24.5pp | 46.48%-14.8pp | 302.95%-271.3pp |
| Employer contribution / active EE | $1,536 | $4,175-63.2% | $3,660-58.0% | $4,762-67.8% |
| Participant deferral / active EE | $9,694 | $4,958+95.5% | $4,371+121.8% | $5,983+62.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |