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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 | $89,248 | $106,008-15.8% | $92,240-3.2% | $147,586-39.5% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 17.27% | 50.05%-32.8pp | 176.29%-159.0pp | 578.59%-561.3pp |
| Employer contribution / active EE | $1,608 | $4,333-62.9% | $3,680-56.3% | $4,876-67.0% |
| Participant deferral / active EE | $4,662 | $4,478+4.1% | $3,897+19.6% | $5,439-14.3% |
| Admin fee / account holder | $242 | $6,333-96.2% | $5,194-95.3% | $10,886-97.8% |