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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 | $36,527 | $111,785-67.3% | $93,669-61.0% | $145,877-75.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 13.58% | 203.79%-190.2pp | 133.59%-120.0pp | 551.28%-537.7pp |
| Employer contribution / active EE | $2,195 | $3,096-29.1% | $2,424-9.4% | $4,663-52.9% |
| Participant deferral / active EE | $8,077 | $4,919+64.2% | $4,416+82.9% | $6,691+20.7% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |