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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 | $66,698 | $106,918-37.6% | $84,021-20.6% | $152,897-56.4% |
| Participation rate | 93.8% | 75.2%+18.5pp | 69.0%+24.7pp | 82.5%+11.3pp |
| Annual return | 21.88% | 105.01%-83.1pp | 71.32%-49.4pp | 345.43%-323.5pp |
| Employer contribution / active EE | $3,125 | $2,735+14.3% | $1,984+57.5% | $4,764-34.4% |
| Participant deferral / active EE | $4,862 | $4,012+21.2% | $3,239+50.1% | $5,851-16.9% |
| Admin fee / account holder | $171 | $8,288-97.9% | $6,102-97.2% | $11,599-98.5% |