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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 | $70,639 | $110,093-35.8% | $97,295-27.4% | $145,897-51.6% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 13.33% | 244.76%-231.4pp | 75.62%-62.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $3,205 | $3,077+4.1% | $2,723+17.7% | $4,663-31.3% |
| Participant deferral / active EE | $4,670 | $4,678-0.2% | $4,264+9.5% | $6,689-30.2% |
| Admin fee / account holder | $242 | $6,212-96.1% | $5,646-95.7% | $13,390-98.2% |