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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 | $61,758 | $129,217-52.2% | $93,406-33.9% | $158,950-61.1% |
| Participation rate | 83.3% | 71.0%+12.4pp | 66.8%+16.5pp | 82.0%+1.4pp |
| Annual return | 10.38% | 118.21%-107.8pp | 78.05%-67.7pp | 302.91%-292.5pp |
| Employer contribution / active EE | $1,864 | $2,711-31.2% | $2,075-10.2% | $4,762-60.9% |
| Participant deferral / active EE | $2,585 | $3,909-33.9% | $3,126-17.3% | $5,983-56.8% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,248-100.0% |