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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 | $78,910 | $114,093-30.8% | $96,171-17.9% | $167,536-52.9% |
| Participation rate | 87.5% | 75.1%+12.4pp | 68.4%+19.1pp | 82.1%+5.4pp |
| Annual return | 14.16% | 190.00%-175.8pp | 192.04%-177.9pp | 478.82%-464.7pp |
| Employer contribution / active EE | $2,958 | $3,429-13.7% | $2,799+5.7% | $4,839-38.9% |
| Participant deferral / active EE | $11,044 | $5,197+112.5% | $4,350+153.9% | $6,342+74.1% |
| Admin fee / account holder | $259 | $6,899-96.2% | $5,538-95.3% | $12,315-97.9% |