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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 | $73,292 | $160,028-54.2% | $147,080-50.2% | $145,884-49.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 14.80% | 98.60%-83.8pp | 420.17%-405.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $1,907 | $5,286-63.9% | $4,933-61.3% | $4,662-59.1% |
| Participant deferral / active EE | $6,714 | $8,422-20.3% | $8,066-16.8% | $6,690+0.4% |
| Admin fee / account holder | $176 | $15,030-98.8% | $12,989-98.6% | $13,392-98.7% |