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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 | $24,304 | $99,079-75.5% | $78,002-68.8% | $273,972-91.1% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.5%+0.9pp | 83.0%-6.5pp |
| Annual return | 6.18% | 217.93%-211.8pp | 425.99%-419.8pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,578 | $3,308-22.1% | $2,470+4.4% | $4,869-47.0% |
| Participant deferral / active EE | $7,387 | $4,306+71.5% | $3,497+111.2% | $5,287+39.7% |
| Admin fee / account holder | $61 | $8,954-99.3% | $5,481-98.9% | $10,133-99.4% |