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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 | $61,980 | $102,429-39.5% | $147,096-57.9% | $80,925-23.4% |
| Participation rate | 81.1% | 75.9%+5.2pp | 82.2%-1.1pp | 67.7%+13.4pp |
| Annual return | 34.77% | 135.02%-100.3pp | 419.75%-385.0pp | 35.65%-0.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $14,826 | $6,649+123.0% | $8,071+83.7% | $4,299+244.9% |
| Admin fee / account holder | $82 | $7,957-99.0% | $13,005-99.4% | $6,940-98.8% |