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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 | $32,468 | $100,203-67.6% | $85,240-61.9% | $145,897-77.7% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 13.71% | 84.28%-70.6pp | 66.75%-53.0pp | 552.29%-538.6pp |
| Employer contribution / active EE | $2,037 | $3,242-37.2% | $2,735-25.5% | $4,663-56.3% |
| Participant deferral / active EE | $7,141 | $5,299+34.8% | $4,527+57.7% | $6,689+6.8% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |