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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 | $43,196 | $112,121-61.5% | $95,960-55.0% | $158,966-72.8% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 15.00% | 171.16%-156.2pp | 91.63%-76.6pp | 302.95%-288.0pp |
| Employer contribution / active EE | $1,318 | $3,199-58.8% | $2,541-48.1% | $4,762-72.3% |
| Participant deferral / active EE | $5,080 | $4,784+6.2% | $4,167+21.9% | $5,983-15.1% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |