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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 | $91,674 | $99,079-7.5% | $78,002+17.5% | $273,972-66.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.5%-0.5pp | 83.0%-8.0pp |
| Annual return | 7.45% | 217.93%-210.5pp | 425.99%-418.5pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,571 | $3,308-52.5% | $2,470-36.4% | $4,869-67.7% |
| Participant deferral / active EE | $2,096 | $4,306-51.3% | $3,497-40.1% | $5,287-60.4% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |