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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 | $57,962 | $52,353+10.7% | $120,225-51.8% | $82,448-29.7% |
| Participation rate | 80.0% | 58.3%+21.7pp | 69.6%+10.4pp | 68.1%+11.9pp |
| Annual return | 17.27% | 61.85%-44.6pp | 439.23%-422.0pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,071 | $1,510+37.2% | $3,475-40.4% | $2,551-18.8% |
| Participant deferral / active EE | $6,488 | $2,627+147.0% | $3,999+62.2% | $4,139+56.7% |
| Admin fee / account holder | $237 | $4,363-94.6% | $5,696-95.8% | $7,234-96.7% |