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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 | $87,008 | $160,070-45.6% | $147,117-40.9% | $145,897-40.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 17.96% | 98.69%-80.7pp | 420.54%-402.6pp | 552.29%-534.3pp |
| Employer contribution / active EE | $1,584 | $5,285-70.0% | $4,932-67.9% | $4,663-66.0% |
| Participant deferral / active EE | $7,156 | $8,419-15.0% | $8,065-11.3% | $6,689+7.0% |
| Admin fee / account holder | $50 | $15,035-99.7% | $12,993-99.6% | $13,390-99.6% |