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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 | $73,936 | $84,741-12.8% | $75,731-2.4% | $167,553-55.9% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.8%+2.9pp | 82.1%-4.3pp |
| Annual return | 10.78% | 199.72%-188.9pp | 104.65%-93.9pp | 478.89%-468.1pp |
| Employer contribution / active EE | $5,478 | $3,230+69.6% | $2,743+99.7% | $4,840+13.2% |
| Participant deferral / active EE | $5,425 | $4,577+18.5% | $3,820+42.0% | $6,343-14.5% |
| Admin fee / account holder | $193 | $5,361-96.4% | $3,620-94.7% | $12,316-98.4% |