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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 | $91,931 | $99,995-8.1% | $85,063+8.1% | $145,978-37.0% |
| Participation rate | 76.9% | 74.1%+2.8pp | 67.5%+9.4pp | 80.3%-3.4pp |
| Annual return | 17.15% | 83.99%-66.8pp | 66.54%-49.4pp | 550.52%-533.4pp |
| Employer contribution / active EE | $828 | $3,231-74.4% | $2,727-69.7% | $4,662-82.2% |
| Participant deferral / active EE | $4,303 | $5,295-18.7% | $4,523-4.9% | $6,690-35.7% |
| Admin fee / account holder | $230 | $7,255-96.8% | $6,155-96.3% | $13,400-98.3% |