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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 | $110,039-26.5% | $97,260-16.9% | $145,884-44.6% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.7pp | 80.3%+3.0pp |
| Annual return | 10.21% | 244.44%-234.2pp | 75.54%-65.3pp | 551.85%-541.6pp |
| Employer contribution / active EE | $11,856 | $3,074+285.6% | $2,721+335.7% | $4,662+154.3% |
| Participant deferral / active EE | $10,917 | $4,674+133.6% | $4,262+156.2% | $6,690+63.2% |
| Admin fee / account holder | $198 | $6,204-96.8% | $5,640-96.5% | $13,392-98.5% |