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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 | $93,679 | $106,918-12.4% | $84,021+11.5% | $152,897-38.7% |
| Participation rate | 73.3% | 75.2%-1.9pp | 69.0%+4.3pp | 82.5%-9.1pp |
| Annual return | 21.59% | 105.01%-83.4pp | 71.32%-49.7pp | 345.43%-323.8pp |
| Employer contribution / active EE | $1,627 | $2,735-40.5% | $1,984-18.0% | $4,764-65.8% |
| Participant deferral / active EE | $2,523 | $4,012-37.1% | $3,239-22.1% | $5,851-56.9% |
| Admin fee / account holder | $177 | $8,288-97.9% | $6,102-97.1% | $11,599-98.5% |