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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 | $76,012 | $112,121-32.2% | $95,960-20.8% | $158,966-52.2% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 12.53% | 171.16%-158.6pp | 91.63%-79.1pp | 302.95%-290.4pp |
| Employer contribution / active EE | $2,605 | $3,199-18.6% | $2,541+2.5% | $4,762-45.3% |
| Participant deferral / active EE | $5,072 | $4,784+6.0% | $4,167+21.7% | $5,983-15.2% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |