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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 | $77,652 | $112,131-30.7% | $95,964-19.1% | $158,982-51.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 49.30% | 171.19%-121.9pp | 91.64%-42.3pp | 302.99%-253.7pp |
| Employer contribution / active EE | $2,254 | $3,199-29.5% | $2,541-11.3% | $4,763-52.7% |
| Participant deferral / active EE | $3,315 | $4,784-30.7% | $4,167-20.4% | $5,983-44.6% |
| Admin fee / account holder | $124 | $10,136-98.8% | $6,797-98.2% | $11,252-98.9% |