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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 | $20,737 | $112,935-81.6% | $90,970-77.2% | $158,966-87.0% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 20.47% | 215.79%-195.3pp | 134.58%-114.1pp | 302.95%-282.5pp |
| Employer contribution / active EE | $2,084 | $2,895-28.0% | $2,122-1.8% | $4,762-56.2% |
| Participant deferral / active EE | $3,843 | $4,129-6.9% | $3,373+13.9% | $5,983-35.8% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |