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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 | $15,537 | $110,093-85.9% | $97,295-84.0% | $145,897-89.4% |
| Participation rate | 81.8% | 75.9%+5.9pp | 72.7%+9.2pp | 80.3%+1.5pp |
| Annual return | 17.05% | 244.76%-227.7pp | 75.62%-58.6pp | 552.29%-535.2pp |
| Employer contribution / active EE | $3,488 | $3,077+13.3% | $2,723+28.1% | $4,663-25.2% |
| Participant deferral / active EE | $3,965 | $4,678-15.2% | $4,264-7.0% | $6,689-40.7% |
| Admin fee / account holder | $260 | $6,212-95.8% | $5,646-95.4% | $13,390-98.1% |