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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 | $41,466 | $102,422-59.5% | $147,117-71.8% | $80,959-48.8% |
| Participation rate | 78.6% | 75.9%+2.7pp | 82.2%-3.6pp | 67.7%+10.9pp |
| Annual return | 16.61% | 135.16%-118.5pp | 420.54%-403.9pp | 35.67%-19.1pp |
| Employer contribution / active EE | $3,058 | $3,717-17.7% | $4,932-38.0% | $2,757+10.9% |
| Participant deferral / active EE | $5,284 | $6,652-20.6% | $8,065-34.5% | $4,300+22.9% |
| Admin fee / account holder | $31 | $7,953-99.6% | $12,993-99.8% | $6,925-99.6% |