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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 | $76,115 | $106,918-28.8% | $84,021-9.4% | $152,897-50.2% |
| Participation rate | 90.9% | 75.2%+15.7pp | 69.0%+21.9pp | 82.5%+8.5pp |
| Annual return | 24.82% | 105.01%-80.2pp | 71.32%-46.5pp | 345.43%-320.6pp |
| Employer contribution / active EE | $2,422 | $2,735-11.4% | $1,984+22.1% | $4,764-49.2% |
| Participant deferral / active EE | $8,386 | $4,012+109.0% | $3,239+158.9% | $5,851+43.3% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |