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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 | $76,108 | $111,785-31.9% | $93,669-18.7% | $145,877-47.8% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 27.96% | 203.79%-175.8pp | 133.59%-105.6pp | 551.28%-523.3pp |
| Employer contribution / active EE | $1,681 | $3,096-45.7% | $2,424-30.6% | $4,663-63.9% |
| Participant deferral / active EE | $2,024 | $4,919-58.8% | $4,416-54.2% | $6,691-69.7% |
| Admin fee / account holder | $105 | $10,256-99.0% | $8,291-98.7% | $13,402-99.2% |