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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 | $89,277 | $114,119-21.8% | $107,187-16.7% | $138,895-35.7% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.0%+17.3pp | 79.9%+12.4pp |
| Annual return | 14.06% | 273.21%-259.1pp | 204.55%-190.5pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,489 | $4,059-63.3% | $3,782-60.6% | $4,194-64.5% |
| Participant deferral / active EE | $2,900 | $5,538-47.6% | $5,096-43.1% | $6,396-54.7% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |