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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 | $81,337 | $118,869-31.6% | $96,575-15.8% | $167,518-51.4% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 12.90% | 50.49%-37.6pp | 37.79%-24.9pp | 478.71%-465.8pp |
| Employer contribution / active EE | $3,455 | $3,120+10.7% | $2,357+46.6% | $4,838-28.6% |
| Participant deferral / active EE | $4,923 | $4,616+6.6% | $3,849+27.9% | $6,342-22.4% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |