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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 | $96,724 | $99,079-2.4% | $78,002+24.0% | $273,972-64.7% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.5%+7.8pp | 83.0%+0.3pp |
| Annual return | 6.95% | 217.93%-211.0pp | 425.99%-419.0pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,230 | $3,308-62.8% | $2,470-50.2% | $4,869-74.7% |
| Participant deferral / active EE | $5,076 | $4,306+17.9% | $3,497+45.2% | $5,287-4.0% |
| Admin fee / account holder | $183 | $8,954-98.0% | $5,481-96.7% | $10,133-98.2% |