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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 | $78,114 | $107,941-27.6% | $91,994-15.1% | $152,897-48.9% |
| Participation rate | 90.9% | 81.2%+9.7pp | 78.6%+12.3pp | 82.5%+8.5pp |
| Annual return | 14.85% | 89.28%-74.4pp | 69.04%-54.2pp | 345.43%-330.6pp |
| Employer contribution / active EE | $2,194 | $4,212-47.9% | $3,453-36.5% | $4,764-53.9% |
| Participant deferral / active EE | $4,661 | $6,366-26.8% | $5,924-21.3% | $5,851-20.3% |
| Admin fee / account holder | $212 | $10,521-98.0% | $7,744-97.3% | $11,599-98.2% |