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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 | $60,701 | $102,385-40.7% | $147,080-58.7% | $80,935-25.0% |
| Participation rate | 72.0% | 75.9%-3.9pp | 82.2%-10.2pp | 67.7%+4.3pp |
| Annual return | 14.67% | 135.09%-120.4pp | 420.17%-405.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $3,684 | $3,717-0.9% | $4,933-25.3% | $2,757+33.6% |
| Participant deferral / active EE | $7,141 | $6,651+7.4% | $8,066-11.5% | $4,299+66.1% |
| Admin fee / account holder | $123 | $7,951-98.4% | $12,989-99.0% | $6,924-98.2% |