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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 | $84,478 | $232,540-63.7% | $185,117-54.4% | $147,586-42.8% |
| Participation rate | 91.7% | 82.4%+9.3pp | 77.3%+14.4pp | 82.8%+8.8pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,738 | $5,195-47.3% | $4,182-34.5% | $4,876-43.9% |
| Participant deferral / active EE | $10,163 | $5,834+74.2% | $5,045+101.4% | $5,439+86.9% |
| Admin fee / account holder | $17 | $10,275-99.8% | $8,159-99.8% | $10,886-99.8% |