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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 | $150,346-58.1% | $120,524-47.8% | $145,877-56.9% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 15.98% | 154.40%-138.4pp | 107.36%-91.4pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,916 | $4,353-56.0% | $3,469-44.8% | $4,663-58.9% |
| Participant deferral / active EE | $7,614 | $6,172+23.4% | $4,994+52.5% | $6,691+13.8% |
| Admin fee / account holder | $16 | $12,215-99.9% | $9,440-99.8% | $13,402-99.9% |