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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 | $64,845 | $99,652-34.9% | $78,778-17.7% | $147,586-56.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 22.11% | 47.28%-25.2pp | 35.62%-13.5pp | 578.59%-556.5pp |
| Employer contribution / active EE | $5,577 | $2,796+99.5% | $1,986+180.9% | $4,876+14.4% |
| Participant deferral / active EE | $9,194 | $3,664+151.0% | $2,958+210.8% | $5,439+69.0% |
| Admin fee / account holder | -$5 | $7,155-100.1% | $5,134-100.1% | $10,886-100.0% |