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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 | $35,211 | $83,908-58.0% | $68,509-48.6% | $125,389-71.9% |
| Participation rate | 80.0% | 78.2%+1.8pp | 74.7%+5.3pp | 83.2%-3.2pp |
| Annual return | 477.40% | 14.48%+462.9pp | 8.27%+469.1pp | 282.24%+195.2pp |
| Employer contribution / active EE | $1,606 | $3,031-47.0% | $2,278-29.5% | $4,866-67.0% |
| Participant deferral / active EE | $4,644 | $4,125+12.6% | $3,382+37.3% | $5,352-13.2% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |