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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 | $56,766 | $154,159-63.2% | $130,026-56.3% | $139,456-59.3% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.5%+15.3pp | 80.3%+13.4pp |
| Annual return | 30.28% | 32.50%-2.2pp | -137.26%+167.5pp | 373.45%-343.2pp |
| Employer contribution / active EE | $4,195 | $5,292-20.7% | $4,321-2.9% | $4,753-11.7% |
| Participant deferral / active EE | $12,455 | $6,710+85.6% | $5,821+114.0% | $6,711+85.6% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |