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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 | $81,292 | $27,943+190.9% | $58,507+38.9% | $75,177+8.1% |
| Participation rate | 90.3% | 38.8%+51.5pp | 50.9%+39.5pp | 67.2%+23.1pp |
| Annual return | 24.42% | 44.22%-19.8pp | 4252.32%-4227.9pp | 160.75%-136.3pp |
| Employer contribution / active EE | $1,070 | $670+59.7% | $1,053+1.6% | $2,671-60.0% |
| Participant deferral / active EE | $2,490 | $1,202+107.2% | $1,922+29.6% | $4,126-39.6% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,486-100.0% | $5,651-100.0% |