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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 | $35,616 | $109,967-67.6% | $97,197-63.4% | $145,877-75.6% |
| Participation rate | 83.3% | 76.0%+7.4pp | 72.7%+10.6pp | 80.3%+3.0pp |
| Annual return | 12.25% | 244.27%-232.0pp | 75.47%-63.2pp | 551.28%-539.0pp |
| Employer contribution / active EE | $2,838 | $3,077-7.8% | $2,723+4.2% | $4,663-39.1% |
| Participant deferral / active EE | $4,386 | $4,676-6.2% | $4,263+2.9% | $6,691-34.4% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |