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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 | $85,203 | $103,008-17.3% | $90,304-5.6% | $152,897-44.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 16.41% | 95.22%-78.8pp | 78.13%-61.7pp | 345.43%-329.0pp |
| Employer contribution / active EE | $2,035 | $3,139-35.2% | $2,855-28.7% | $4,764-57.3% |
| Participant deferral / active EE | $10,246 | $4,281+139.3% | $3,885+163.7% | $5,851+75.1% |
| Admin fee / account holder | $49 | $6,175-99.2% | $5,354-99.1% | $11,599-99.6% |