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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 | $61,963 | $112,112-44.7% | $95,956-35.4% | $158,950-61.0% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 20.13% | 171.15%-151.0pp | 91.63%-71.5pp | 302.91%-282.8pp |
| Employer contribution / active EE | $2,687 | $3,199-16.0% | $2,541+5.7% | $4,762-43.6% |
| Participant deferral / active EE | $4,165 | $4,784-12.9% | $4,1670% | $5,983-30.4% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,797-100.0% | $11,248-100.0% |