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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 | $72,237 | $49,255+46.7% | $70,494+2.5% | $79,856-9.5% |
| Participation rate | 97.0% | 69.2%+27.8pp | 75.1%+21.9pp | 69.6%+27.3pp |
| Annual return | 165.32% | 30.10%+135.2pp | 109.16%+56.2pp | 31.71%+133.6pp |
| Employer contribution / active EE | $9,213 | $2,100+338.7% | $2,738+236.5% | $2,471+272.8% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $2,879-100.0% | $3,848-100.0% | $5,306-100.0% |