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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 | $84,252 | $105,158-19.9% | $94,672-11.0% | $139,487-39.6% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 51.13% | 38.11%+13.0pp | 156.89%-105.8pp | 373.84%-322.7pp |
| Employer contribution / active EE | $1,885 | $4,107-54.1% | $3,673-48.7% | $4,755-60.4% |
| Participant deferral / active EE | $12,000 | $7,599+57.9% | $7,417+61.8% | $6,713+78.8% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |