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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 | $52,933 | $52,353+1.1% | $120,225-56.0% | $82,448-35.8% |
| Participation rate | 76.3% | 58.3%+18.0pp | 69.6%+6.7pp | 68.1%+8.2pp |
| Annual return | 21.41% | 61.85%-40.4pp | 439.23%-417.8pp | 41.64%-20.2pp |
| Employer contribution / active EE | $4,426 | $1,510+193.1% | $3,475+27.3% | $2,551+73.5% |
| Participant deferral / active EE | $8,183 | $2,627+211.5% | $3,999+104.6% | $4,139+97.7% |
| Admin fee / account holder | $163 | $4,363-96.3% | $5,696-97.1% | $7,234-97.7% |