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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 | $111,830-62.9% | $93,696-55.8% | $145,884-71.6% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 12.11% | 204.08%-192.0pp | 133.74%-121.6pp | 551.85%-539.7pp |
| Employer contribution / active EE | $2,959 | $3,093-4.3% | $2,422+22.2% | $4,662-36.5% |
| Participant deferral / active EE | $9,029 | $4,920+83.5% | $4,417+104.4% | $6,690+35.0% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |