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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 | $74,854 | $105,145-28.8% | $94,664-20.9% | $139,466-46.3% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 14.47% | 38.09%-23.6pp | 156.84%-142.4pp | 373.66%-359.2pp |
| Employer contribution / active EE | $5,210 | $4,107+26.9% | $3,673+41.9% | $4,754+9.6% |
| Participant deferral / active EE | $6,113 | $7,599-19.6% | $7,417-17.6% | $6,712-8.9% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |