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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 | $77,666 | $27,943+177.9% | $58,507+32.7% | $75,177+3.3% |
| Participation rate | 78.7% | 38.8%+39.9pp | 50.9%+27.9pp | 67.2%+11.5pp |
| Annual return | 18.37% | 44.22%-25.9pp | 4252.32%-4234.0pp | 160.75%-142.4pp |
| Employer contribution / active EE | $2,212 | $670+230.4% | $1,053+110.0% | $2,671-17.2% |
| Participant deferral / active EE | $4,493 | $1,202+273.9% | $1,922+133.7% | $4,126+8.9% |
| Admin fee / account holder | $38 | $1,727-97.8% | $2,486-98.5% | $5,651-99.3% |