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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 | $90,691-48.2% | $76,119-38.3% | $145,884-67.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 15.94% | 624.52%-608.6pp | 361.25%-345.3pp | 551.85%-535.9pp |
| Employer contribution / active EE | $2,717 | $3,329-18.4% | $2,693+0.9% | $4,662-41.7% |
| Participant deferral / active EE | $5,023 | $5,167-2.8% | $4,259+17.9% | $6,690-24.9% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |