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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 | $88,105 | $129,476-32.0% | $93,515-5.8% | $158,982-44.6% |
| Participation rate | 81.3% | 71.0%+10.2pp | 66.8%+14.4pp | 82.0%-0.7pp |
| Annual return | 8.20% | 118.56%-110.4pp | 78.21%-70.0pp | 302.99%-294.8pp |
| Employer contribution / active EE | $2,188 | $2,717-19.5% | $2,077+5.3% | $4,763-54.1% |
| Participant deferral / active EE | $2,587 | $3,916-33.9% | $3,129-17.3% | $5,983-56.8% |
| Admin fee / account holder | $133 | $7,396-98.2% | $5,235-97.5% | $11,252-98.8% |