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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 | $86,438 | $112,933-23.5% | $90,970-5.0% | $158,982-45.6% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 32.78% | 215.82%-183.0pp | 134.60%-101.8pp | 302.99%-270.2pp |
| Employer contribution / active EE | $1,779 | $2,893-38.5% | $2,122-16.2% | $4,763-62.6% |
| Participant deferral / active EE | $10,181 | $4,128+146.6% | $3,373+201.9% | $5,983+70.2% |
| Admin fee / account holder | $145 | $8,047-98.2% | $5,961-97.6% | $11,252-98.7% |