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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 | $150,197-58.1% | $120,368-47.7% | $145,959-56.9% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 15.98% | 154.26%-138.3pp | 107.26%-91.3pp | 561.95%-546.0pp |
| Employer contribution / active EE | $1,916 | $4,350-56.0% | $3,465-44.7% | $4,661-58.9% |
| Participant deferral / active EE | $7,614 | $6,174+23.3% | $4,991+52.5% | $6,689+13.8% |
| Admin fee / account holder | $16 | $12,216-99.9% | $9,429-99.8% | $13,398-99.9% |