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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 | $37,511 | $104,577-64.1% | $76,667-51.1% | $152,909-75.5% |
| Participation rate | 80.0% | 76.6%+3.4pp | 72.1%+7.9pp | 82.5%-2.5pp |
| Annual return | 26.71% | 1014.36%-987.7pp | 1166.74%-1140.0pp | 345.46%-318.8pp |
| Employer contribution / active EE | $2,304 | $3,119-26.1% | $2,3030% | $4,764-51.6% |
| Participant deferral / active EE | $6,481 | $4,237+52.9% | $3,336+94.3% | $5,851+10.8% |
| Admin fee / account holder | $214 | $12,290-98.3% | $6,423-96.7% | $11,601-98.2% |