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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 | $40,729 | $72,446-43.8% | $67,561-39.7% | $145,877-72.1% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 11.00% | 7211.98%-7201.0pp | 3525.44%-3514.4pp | 551.28%-540.3pp |
| Employer contribution / active EE | $2,845 | $3,072-7.4% | $2,735+4.0% | $4,663-39.0% |
| Participant deferral / active EE | $9,623 | $4,785+101.1% | $4,003+140.4% | $6,691+43.8% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |