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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 | $92,330 | $102,638-10.0% | $81,982+12.6% | $158,982-41.9% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.3%+19.6pp | 82.0%+6.9pp |
| Annual return | 14.58% | 61.05%-46.5pp | 41.31%-26.7pp | 302.99%-288.4pp |
| Employer contribution / active EE | $2,222 | $3,241-31.4% | $2,498-11.1% | $4,763-53.3% |
| Participant deferral / active EE | $2,548 | $4,649-45.2% | $3,722-31.5% | $5,983-57.4% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |