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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 | $90,229 | $107,353-16.0% | $92,903-2.9% | $152,885-41.0% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.5%-9.7pp |
| Annual return | 16.79% | 145.62%-128.8pp | 109.43%-92.6pp | 345.39%-328.6pp |
| Employer contribution / active EE | $1,708 | $4,222-59.5% | $3,653-53.2% | $4,763-64.1% |
| Participant deferral / active EE | $5,346 | $4,848+10.3% | $4,238+26.2% | $5,851-8.6% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |