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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 | $184,067 | $106,918+72.2% | $84,021+119.1% | $152,897+20.4% |
| Participation rate | 70.0% | 75.2%-5.2pp | 69.0%+1.0pp | 82.5%-12.5pp |
| Annual return | 19.43% | 105.01%-85.6pp | 71.32%-51.9pp | 345.43%-326.0pp |
| Employer contribution / active EE | $1,771 | $2,735-35.2% | $1,984-10.7% | $4,764-62.8% |
| Participant deferral / active EE | $6,816 | $4,012+69.9% | $3,239+110.4% | $5,851+16.5% |
| Admin fee / account holder | $175 | $8,288-97.9% | $6,102-97.1% | $11,599-98.5% |