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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 | $92,665 | $125,184-26.0% | $105,607-12.3% | $145,884-36.5% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.0pp |
| Annual return | 10.26% | 225.00%-214.7pp | 116.11%-105.8pp | 551.85%-541.6pp |
| Employer contribution / active EE | $1,562 | $3,720-58.0% | $3,167-50.7% | $4,662-66.5% |
| Participant deferral / active EE | $3,972 | $5,714-30.5% | $5,011-20.7% | $6,690-40.6% |
| Admin fee / account holder | $0 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |