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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 | $62,940 | $150,435-58.2% | $120,580-47.8% | $145,897-56.9% |
| Participation rate | 87.5% | 78.8%+8.7pp | 72.0%+15.5pp | 80.3%+7.2pp |
| Annual return | 15.98% | 154.60%-138.6pp | 107.48%-91.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $1,916 | $4,352-56.0% | $3,469-44.8% | $4,663-58.9% |
| Participant deferral / active EE | $7,614 | $6,174+23.3% | $4,995+52.4% | $6,689+13.8% |
| Admin fee / account holder | $16 | $12,182-99.9% | $9,418-99.8% | $13,390-99.9% |