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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 | $36,289 | $112,915-67.9% | $90,965-60.1% | $158,950-77.2% |
| Participation rate | 77.8% | 74.7%+3.0pp | 69.0%+8.8pp | 82.0%-4.2pp |
| Annual return | 4.69% | 215.75%-211.1pp | 134.57%-129.9pp | 302.91%-298.2pp |
| Employer contribution / active EE | $3,092 | $2,894+6.8% | $2,122+45.7% | $4,762-35.1% |
| Participant deferral / active EE | $8,443 | $4,128+104.5% | $3,373+150.3% | $5,983+41.1% |
| Admin fee / account holder | $45 | $8,044-99.4% | $5,960-99.2% | $11,248-99.6% |