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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 | $73,481 | $111,878-34.3% | $93,727-21.6% | $145,897-49.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 17.56% | 204.28%-186.7pp | 133.83%-116.3pp | 552.29%-534.7pp |
| Employer contribution / active EE | $12,466 | $3,092+303.1% | $2,421+414.8% | $4,663+167.4% |
| Participant deferral / active EE | $4,600 | $4,920-6.5% | $4,417+4.1% | $6,689-31.2% |
| Admin fee / account holder | $256 | $10,256-97.5% | $8,292-96.9% | $13,390-98.1% |