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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 | $157,384 | $162,529-3.2% | $130,788+20.3% | $154,746+1.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 21.86% | 510.48%-488.6pp | 386.44%-364.6pp | 172.34%-150.5pp |
| Employer contribution / active EE | $1,930 | $4,447-56.6% | $3,558-45.8% | $4,379-55.9% |
| Participant deferral / active EE | $4,914 | $4,808+2.2% | $4,137+18.8% | $6,730-27.0% |
| Admin fee / account holder | $20 | $7,669-99.7% | $6,673-99.7% | $14,365-99.9% |