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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 | $100,664 | $166,242-39.4% | $165,071-39.0% | $145,884-31.0% |
| Participation rate | 82.4% | 82.0%+0.3pp | 78.6%+3.7pp | 80.3%+2.1pp |
| Annual return | 11.25% | 100.44%-89.2pp | 70.17%-58.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $1,872 | $5,283-64.6% | $4,347-56.9% | $4,662-59.9% |
| Participant deferral / active EE | $5,710 | $6,964-18.0% | $6,035-5.4% | $6,690-14.6% |
| Admin fee / account holder | $38 | $16,658-99.8% | $12,695-99.7% | $13,392-99.7% |