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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 | $47,566 | $110,093-56.8% | $97,295-51.1% | $145,897-67.4% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 19.92% | 244.76%-224.8pp | 75.62%-55.7pp | 552.29%-532.4pp |
| Employer contribution / active EE | $2,095 | $3,077-31.9% | $2,723-23.1% | $4,663-55.1% |
| Participant deferral / active EE | $5,532 | $4,678+18.3% | $4,264+29.8% | $6,689-17.3% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |