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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 | $110,039-56.8% | $97,260-51.1% | $145,884-67.4% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 19.92% | 244.44%-224.5pp | 75.54%-55.6pp | 551.85%-531.9pp |
| Employer contribution / active EE | $2,095 | $3,074-31.9% | $2,721-23.0% | $4,662-55.1% |
| Participant deferral / active EE | $5,532 | $4,674+18.4% | $4,262+29.8% | $6,690-17.3% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |