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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 | $73,920 | $106,005-30.3% | $92,239-19.9% | $147,585-49.9% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 17.04% | 50.05%-33.0pp | 176.29%-159.2pp | 578.58%-561.5pp |
| Employer contribution / active EE | $2,425 | $4,333-44.0% | $3,680-34.1% | $4,876-50.3% |
| Participant deferral / active EE | $5,390 | $4,478+20.4% | $3,897+38.3% | $5,439-0.9% |
| Admin fee / account holder | $224 | $6,333-96.5% | $5,194-95.7% | $10,886-97.9% |