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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 | $113,764 | $166,268-31.6% | $165,100-31.1% | $145,897-22.0% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.6%+13.0pp | 80.3%+11.4pp |
| Annual return | 10.09% | 100.52%-90.4pp | 70.21%-60.1pp | 552.29%-542.2pp |
| Employer contribution / active EE | $2,740 | $5,284-48.1% | $4,348-37.0% | $4,663-41.2% |
| Participant deferral / active EE | $5,489 | $6,964-21.2% | $6,035-9.0% | $6,689-17.9% |
| Admin fee / account holder | $55 | $16,659-99.7% | $12,696-99.6% | $13,390-99.6% |