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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 | $99,262 | $112,933-12.1% | $90,970+9.1% | $158,982-37.6% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 15.70% | 215.82%-200.1pp | 134.60%-118.9pp | 302.99%-287.3pp |
| Employer contribution / active EE | $687 | $2,893-76.2% | $2,122-67.6% | $4,763-85.6% |
| Participant deferral / active EE | $4,147 | $4,128+0.5% | $3,373+22.9% | $5,983-30.7% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |