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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 | $55,788 | $150,435-62.9% | $120,580-53.7% | $145,897-61.8% |
| Participation rate | 87.5% | 78.8%+8.7pp | 72.0%+15.5pp | 80.3%+7.2pp |
| Annual return | 24.06% | 154.60%-130.5pp | 107.48%-83.4pp | 552.29%-528.2pp |
| Employer contribution / active EE | $2,538 | $4,352-41.7% | $3,469-26.8% | $4,663-45.6% |
| Participant deferral / active EE | $6,490 | $6,174+5.1% | $4,995+29.9% | $6,689-3.0% |
| Admin fee / account holder | $256 | $12,182-97.9% | $9,418-97.3% | $13,390-98.1% |