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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 | $85,738 | $108,226-20.8% | $77,513+10.6% | $158,950-46.1% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 63.55% | 31.67%+31.9pp | 54.81%+8.7pp | 302.91%-239.4pp |
| Employer contribution / active EE | $732 | $1,325-44.8% | $987-25.8% | $4,762-84.6% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $3,710-100.0% | $2,859-100.0% | $11,248-100.0% |