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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 | $68,579 | $106,001-35.3% | $92,235-25.6% | $147,585-53.5% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 18.20% | 50.05%-31.8pp | 176.28%-158.1pp | 578.56%-560.4pp |
| Employer contribution / active EE | $2,787 | $4,333-35.7% | $3,679-24.3% | $4,876-42.9% |
| Participant deferral / active EE | $7,165 | $4,478+60.0% | $3,897+83.9% | $5,439+31.7% |
| Admin fee / account holder | $53 | $6,332-99.2% | $5,194-99.0% | $10,885-99.5% |