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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 | $72,902 | $107,353-32.1% | $92,903-21.5% | $152,885-52.3% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 25.43% | 145.62%-120.2pp | 109.43%-84.0pp | 345.39%-320.0pp |
| Employer contribution / active EE | $2,580 | $4,222-38.9% | $3,653-29.4% | $4,763-45.8% |
| Participant deferral / active EE | $3,519 | $4,848-27.4% | $4,238-17.0% | $5,851-39.9% |
| Admin fee / account holder | $18 | $7,081-99.8% | $5,795-99.7% | $11,598-99.8% |