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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 | $62,234 | $107,363-42.0% | $92,909-33.0% | $152,897-59.3% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.5%+2.2pp |
| Annual return | 24.58% | 145.63%-121.0pp | 109.44%-84.9pp | 345.43%-320.8pp |
| Employer contribution / active EE | $2,312 | $4,222-45.2% | $3,653-36.7% | $4,764-51.5% |
| Participant deferral / active EE | $5,532 | $4,848+14.1% | $4,238+30.5% | $5,851-5.5% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |