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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 | $78,287 | $90,691-13.7% | $76,119+2.8% | $145,884-46.3% |
| Participation rate | 72.7% | 74.5%-1.7pp | 69.1%+3.7pp | 80.3%-7.6pp |
| Annual return | 25.68% | 624.52%-598.8pp | 361.25%-335.6pp | 551.85%-526.2pp |
| Employer contribution / active EE | $1,636 | $3,329-50.8% | $2,693-39.2% | $4,662-64.9% |
| Participant deferral / active EE | $5,345 | $5,167+3.4% | $4,259+25.5% | $6,690-20.1% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |