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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 | $93,680 | $105,856-11.5% | $90,161+3.9% | $147,586-36.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 64.35% | 37.63%+26.7pp | 34.89%+29.5pp | 578.59%-514.2pp |
| Employer contribution / active EE | $3,871 | $4,126-6.2% | $3,318+16.6% | $4,876-20.6% |
| Participant deferral / active EE | $5,003 | $5,733-12.7% | $5,287-5.4% | $5,439-8.0% |
| Admin fee / account holder | $160 | $8,046-98.0% | $5,943-97.3% | $10,886-98.5% |