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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 | $62,943 | $115,810-45.6% | $101,271-37.8% | $158,966-60.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 24.36% | 56.15%-31.8pp | 46.48%-22.1pp | 302.95%-278.6pp |
| Employer contribution / active EE | $2,932 | $4,175-29.8% | $3,660-19.9% | $4,762-38.4% |
| Participant deferral / active EE | $12,555 | $4,958+153.2% | $4,371+187.3% | $5,983+109.8% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |