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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 | $30,745 | $118,875-74.1% | $96,572-68.2% | $167,553-81.7% |
| Participation rate | 72.7% | 75.5%-2.8pp | 69.8%+2.9pp | 82.1%-9.4pp |
| Annual return | 19.52% | 50.50%-31.0pp | 37.79%-18.3pp | 478.89%-459.4pp |
| Employer contribution / active EE | $2,069 | $3,121-33.7% | $2,357-12.2% | $4,840-57.2% |
| Participant deferral / active EE | $3,670 | $4,617-20.5% | $3,850-4.7% | $6,343-42.1% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |