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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 | $66,998 | $107,353-37.6% | $92,903-27.9% | $152,885-56.2% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 24.83% | 145.62%-120.8pp | 109.43%-84.6pp | 345.39%-320.6pp |
| Employer contribution / active EE | $2,632 | $4,222-37.6% | $3,653-27.9% | $4,763-44.7% |
| Participant deferral / active EE | $6,012 | $4,848+24.0% | $4,238+41.9% | $5,851+2.8% |
| Admin fee / account holder | $249 | $7,081-96.5% | $5,795-95.7% | $11,598-97.9% |