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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 | $70,852 | $114,073-37.9% | $96,161-26.3% | $167,518-57.7% |
| Participation rate | 70.8% | 75.1%-4.2pp | 68.4%+2.4pp | 82.1%-11.3pp |
| Annual return | 16.36% | 189.95%-173.6pp | 192.01%-175.6pp | 478.71%-462.3pp |
| Employer contribution / active EE | $1,731 | $3,428-49.5% | $2,798-38.1% | $4,838-64.2% |
| Participant deferral / active EE | $7,072 | $5,195+36.1% | $4,349+62.6% | $6,342+11.5% |
| Admin fee / account holder | $243 | $6,899-96.5% | $5,538-95.6% | $12,312-98.0% |