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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 | $69,777 | $83,337-16.3% | $67,834+2.9% | $273,972-74.5% |
| Participation rate | 91.7% | 76.4%+15.2pp | 68.8%+22.9pp | 83.0%+8.7pp |
| Annual return | 5.82% | 259.45%-253.6pp | 138.47%-132.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $5,179 | $3,287+57.5% | $2,403+115.5% | $4,869+6.4% |
| Participant deferral / active EE | $7,773 | $4,088+90.1% | $3,160+146.0% | $5,287+47.0% |
| Admin fee / account holder | $207 | $6,752-96.9% | $4,622-95.5% | $10,133-98.0% |