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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 | $77,873 | $106,905-27.2% | $84,020-7.3% | $152,885-49.1% |
| Participation rate | 72.7% | 75.2%-2.5pp | 69.0%+3.7pp | 82.5%-9.7pp |
| Annual return | 32.14% | 105.00%-72.9pp | 71.31%-39.2pp | 345.39%-313.2pp |
| Employer contribution / active EE | $4,467 | $2,735+63.4% | $1,984+125.2% | $4,763-6.2% |
| Participant deferral / active EE | $3,032 | $4,012-24.4% | $3,239-6.4% | $5,851-48.2% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |