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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 | $58,929 | $112,131-47.4% | $95,964-38.6% | $158,982-62.9% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+8.9pp |
| Annual return | 10.23% | 171.19%-161.0pp | 91.64%-81.4pp | 302.99%-292.8pp |
| Employer contribution / active EE | $2,393 | $3,199-25.2% | $2,541-5.8% | $4,763-49.8% |
| Participant deferral / active EE | $2,880 | $4,784-39.8% | $4,167-30.9% | $5,983-51.9% |
| Admin fee / account holder | $49 | $10,136-99.5% | $6,797-99.3% | $11,252-99.6% |