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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 | $86,980 | $118,708-26.7% | $98,920-12.1% | $158,982-45.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 76.0%+4.0pp | 82.0%-2.0pp |
| Annual return | 21.02% | 372.49%-351.5pp | 196.47%-175.5pp | 302.99%-282.0pp |
| Employer contribution / active EE | $2,345 | $3,334-29.7% | $2,689-12.8% | $4,763-50.8% |
| Participant deferral / active EE | $5,329 | $5,089+4.7% | $4,245+25.5% | $5,983-10.9% |
| Admin fee / account holder | $35 | $10,134-99.7% | $6,643-99.5% | $11,252-99.7% |