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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 | $32,743 | $166,242-80.3% | $165,071-80.2% | $145,884-77.6% |
| Participation rate | 86.7% | 82.0%+4.6pp | 78.6%+8.0pp | 80.3%+6.4pp |
| Annual return | 14.78% | 100.44%-85.7pp | 70.17%-55.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $2,360 | $5,283-55.3% | $4,347-45.7% | $4,662-49.4% |
| Participant deferral / active EE | $6,262 | $6,964-10.1% | $6,035+3.8% | $6,690-6.4% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |