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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 | $37,012 | $144,130-74.3% | $117,861-68.6% | $147,586-74.9% |
| Participation rate | 84.2% | 83.4%+0.8pp | 79.7%+4.5pp | 82.8%+1.4pp |
| Annual return | 27.18% | 531.20%-504.0pp | 335.11%-307.9pp | 578.59%-551.4pp |
| Employer contribution / active EE | $1,403 | $4,897-71.4% | $3,786-62.9% | $4,876-71.2% |
| Participant deferral / active EE | $4,837 | $5,316-9.0% | $4,482+7.9% | $5,439-11.1% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |