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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 | $35,537 | $90,489-60.7% | $76,051-53.3% | $145,978-75.7% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.1%+14.3pp | 80.3%+3.0pp |
| Annual return | 20.83% | 622.78%-601.9pp | 360.42%-339.6pp | 550.52%-529.7pp |
| Employer contribution / active EE | $2,529 | $3,319-23.8% | $2,690-6.0% | $4,662-45.7% |
| Participant deferral / active EE | $9,078 | $5,164+75.8% | $4,257+113.2% | $6,690+35.7% |
| Admin fee / account holder | $0 | $8,374-100.0% | $6,416-100.0% | $13,400-100.0% |