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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 | $39,144 | $111,787-65.0% | $93,681-58.2% | $145,978-73.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 18.98% | 203.52%-184.5pp | 133.47%-114.5pp | 550.52%-531.5pp |
| Employer contribution / active EE | $6,642 | $3,093+114.7% | $2,422+174.2% | $4,662+42.5% |
| Participant deferral / active EE | $9,542 | $4,918+94.0% | $4,415+116.1% | $6,690+42.6% |
| Admin fee / account holder | $134 | $10,256-98.7% | $8,290-98.4% | $13,400-99.0% |