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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 | $45,942 | $107,353-57.2% | $92,903-50.5% | $152,885-69.9% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.0%+10.7pp | 82.5%+4.2pp |
| Annual return | 26.32% | 145.62%-119.3pp | 109.43%-83.1pp | 345.39%-319.1pp |
| Employer contribution / active EE | $2,064 | $4,222-51.1% | $3,653-43.5% | $4,763-56.7% |
| Participant deferral / active EE | $5,219 | $4,848+7.7% | $4,238+23.1% | $5,851-10.8% |
| Admin fee / account holder | $203 | $7,081-97.1% | $5,795-96.5% | $11,598-98.2% |