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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 | $90,980 | $107,363-15.3% | $92,909-2.1% | $152,897-40.5% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 17.65% | 145.63%-128.0pp | 109.44%-91.8pp | 345.43%-327.8pp |
| Employer contribution / active EE | $1,945 | $4,222-53.9% | $3,653-46.8% | $4,764-59.2% |
| Participant deferral / active EE | $6,225 | $4,848+28.4% | $4,238+46.9% | $5,851+6.4% |
| Admin fee / account holder | $258 | $7,082-96.4% | $5,795-95.6% | $11,599-97.8% |