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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 | $66,950 | $154,754-56.7% | $124,206-46.1% | $138,895-51.8% |
| Participation rate | 85.0% | 75.5%+9.5pp | 69.6%+15.4pp | 79.9%+5.1pp |
| Annual return | 15.34% | 709.28%-693.9pp | 515.27%-499.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $1,582 | $4,446-64.4% | $3,540-55.3% | $4,194-62.3% |
| Participant deferral / active EE | $4,770 | $4,621+3.2% | $3,968+20.2% | $6,396-25.4% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |