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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 | $61,939 | $232,540-73.4% | $185,117-66.5% | $147,586-58.0% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 24.06% | 43.03%-19.0pp | 40.50%-16.4pp | 578.59%-554.5pp |
| Employer contribution / active EE | $2,550 | $5,195-50.9% | $4,182-39.0% | $4,876-47.7% |
| Participant deferral / active EE | $10,087 | $5,834+72.9% | $5,045+99.9% | $5,439+85.5% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |