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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 | $32,476 | $83,337-61.0% | $67,834-52.1% | $273,972-88.1% |
| Participation rate | 80.0% | 76.4%+3.6pp | 68.8%+11.2pp | 83.0%-3.0pp |
| Annual return | 12.17% | 259.45%-247.3pp | 138.47%-126.3pp | 41.46%-29.3pp |
| Employer contribution / active EE | $3,317 | $3,287+0.9% | $2,403+38.0% | $4,869-31.9% |
| Participant deferral / active EE | $10,952 | $4,088+167.9% | $3,160+246.6% | $5,287+107.1% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |