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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 | $116,390 | $166,268-30.0% | $165,100-29.5% | $145,897-20.2% |
| Participation rate | 86.7% | 82.0%+4.6pp | 78.6%+8.0pp | 80.3%+6.4pp |
| Annual return | 15.19% | 100.52%-85.3pp | 70.21%-55.0pp | 552.29%-537.1pp |
| Employer contribution / active EE | $3,260 | $5,284-38.3% | $4,348-25.0% | $4,663-30.1% |
| Participant deferral / active EE | $6,521 | $6,964-6.4% | $6,035+8.1% | $6,689-2.5% |
| Admin fee / account holder | $210 | $16,659-98.7% | $12,696-98.3% | $13,390-98.4% |