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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 | $58,280 | $58,311-0.1% | $81,882-28.8% | $80,959-28.0% |
| Participation rate | 81.8% | 63.5%+18.3pp | 72.4%+9.4pp | 67.7%+14.2pp |
| Annual return | 14.37% | 41.85%-27.5pp | 779.47%-765.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $4,924 | $2,347+109.9% | $2,916+68.9% | $2,757+78.6% |
| Participant deferral / active EE | $2,136 | $3,287-35.0% | $4,323-50.6% | $4,300-50.3% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |