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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 | $26,445 | $150,207-82.4% | $120,380-78.0% | $145,978-81.9% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 15.85% | 154.28%-138.4pp | 107.28%-91.4pp | 550.52%-534.7pp |
| Employer contribution / active EE | $3,531 | $4,351-18.9% | $3,465+1.9% | $4,662-24.3% |
| Participant deferral / active EE | $4,497 | $6,175-27.2% | $4,992-9.9% | $6,690-32.8% |
| Admin fee / account holder | $0 | $12,203-100.0% | $9,421-100.0% | $13,400-100.0% |