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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 | $83,963 | $118,877-29.4% | $96,570-13.1% | $167,536-49.9% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 15.56% | 50.50%-34.9pp | 37.79%-22.2pp | 478.82%-463.3pp |
| Employer contribution / active EE | $1,289 | $3,121-58.7% | $2,357-45.3% | $4,839-73.4% |
| Participant deferral / active EE | $5,044 | $4,617+9.3% | $3,849+31.0% | $6,342-20.5% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |