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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 | $41,435 | $111,787-62.9% | $93,681-55.8% | $145,978-71.6% |
| Participation rate | 77.8% | 74.2%+3.5pp | 68.7%+9.0pp | 80.3%-2.5pp |
| Annual return | 12.11% | 203.52%-191.4pp | 133.47%-121.4pp | 550.52%-538.4pp |
| Employer contribution / active EE | $2,959 | $3,093-4.3% | $2,422+22.2% | $4,662-36.5% |
| Participant deferral / active EE | $9,029 | $4,918+83.6% | $4,415+104.5% | $6,690+35.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |