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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 | $46,965 | $90,530-48.1% | $76,030-38.2% | $145,897-67.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 15.94% | 625.08%-609.1pp | 361.54%-345.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $2,717 | $3,319-18.2% | $2,688+1.1% | $4,663-41.7% |
| Participant deferral / active EE | $5,023 | $5,164-2.7% | $4,257+18.0% | $6,689-24.9% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |