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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 | $215,128 | $99,652+115.9% | $78,778+173.1% | $147,585+45.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 17.29% | 47.28%-30.0pp | 35.62%-18.3pp | 578.58%-561.3pp |
| Employer contribution / active EE | $8,656 | $2,796+209.6% | $1,986+335.9% | $4,876+77.5% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9 | $7,155-99.9% | $5,134-99.8% | $10,886-99.9% |