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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 | $23,460 | $67,352-65.2% | $60,899-61.5% | $134,509-82.6% |
| Participation rate | 92.9% | 76.2%+16.7pp | 73.1%+19.7pp | 81.2%+11.6pp |
| Annual return | -19.60% | 49.99%-69.6pp | 16.92%-36.5pp | 418.13%-437.7pp |
| Employer contribution / active EE | $3,407 | $3,098+10.0% | $2,702+26.1% | $4,741-28.1% |
| Participant deferral / active EE | $5,063 | $4,539+11.5% | $3,817+32.6% | $6,400-20.9% |
| Admin fee / account holder | $0 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |