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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 | $95,093 | $102,422-7.2% | $147,117-35.4% | $80,959+17.5% |
| Participation rate | 87.2% | 75.9%+11.3pp | 82.2%+5.0pp | 67.7%+19.5pp |
| Annual return | 13.42% | 135.16%-121.7pp | 420.54%-407.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $2,309 | $3,717-37.9% | $4,932-53.2% | $2,757-16.2% |
| Participant deferral / active EE | $6,134 | $6,652-7.8% | $8,065-23.9% | $4,300+42.6% |
| Admin fee / account holder | $213 | $7,953-97.3% | $12,993-98.4% | $6,925-96.9% |