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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 | $109,074 | $81,696+33.5% | $70,494+54.7% | $158,982-31.4% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 25.61% | 208.70%-183.1pp | 109.16%-83.5pp | 302.99%-277.4pp |
| Employer contribution / active EE | $1,368 | $3,220-57.5% | $2,738-50.0% | $4,763-71.3% |
| Participant deferral / active EE | $3,889 | $4,558-14.7% | $3,711+4.8% | $5,983-35.0% |
| Admin fee / account holder | $2 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |