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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 | $80,835 | $109,908-26.5% | $97,161-16.8% | $145,978-44.6% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.0pp |
| Annual return | 10.21% | 243.80%-233.6pp | 75.36%-65.2pp | 550.52%-540.3pp |
| Employer contribution / active EE | $11,856 | $3,077+285.2% | $2,723+335.3% | $4,662+154.3% |
| Participant deferral / active EE | $10,917 | $4,679+133.3% | $4,265+155.9% | $6,690+63.2% |
| Admin fee / account holder | $198 | $6,213-96.8% | $5,647-96.5% | $13,400-98.5% |