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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 | $201,969 | $99,652+102.7% | $78,778+156.4% | $147,586+36.8% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 10.67% | 47.28%-36.6pp | 35.62%-24.9pp | 578.59%-567.9pp |
| Employer contribution / active EE | $1,412 | $2,796-49.5% | $1,986-28.9% | $4,876-71.0% |
| Participant deferral / active EE | $10,503 | $3,664+186.7% | $2,958+255.0% | $5,439+93.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |