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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 | $88,878 | $99,079-10.3% | $78,002+13.9% | $273,972-67.6% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.5%+16.1pp | 83.0%+8.7pp |
| Annual return | 24.51% | 217.93%-193.4pp | 425.99%-401.5pp | 41.46%-16.9pp |
| Employer contribution / active EE | $2,001 | $3,308-39.5% | $2,470-19.0% | $4,869-58.9% |
| Participant deferral / active EE | $6,292 | $4,306+46.1% | $3,497+79.9% | $5,287+19.0% |
| Admin fee / account holder | $73 | $8,954-99.2% | $5,481-98.7% | $10,133-99.3% |