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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 | $51,660 | $115,814-55.4% | $101,275-49.0% | $158,982-67.5% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 42.60% | 56.16%-13.6pp | 46.48%-3.9pp | 302.99%-260.4pp |
| Employer contribution / active EE | $1,817 | $4,176-56.5% | $3,660-50.4% | $4,763-61.8% |
| Participant deferral / active EE | $3,431 | $4,958-30.8% | $4,371-21.5% | $5,983-42.7% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |