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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 | $112,977 | $183,592-38.5% | $155,567-27.4% | $145,959-22.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.73% | 61.24%-47.5pp | 64.74%-51.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $1,878 | $5,315-64.7% | $4,674-59.8% | $4,661-59.7% |
| Participant deferral / active EE | $3,937 | $6,464-39.1% | $5,628-30.0% | $6,689-41.1% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |