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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 | $50,428 | $100,895-50.0% | $90,430-44.2% | $158,950-68.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 20.48% | 1725.54%-1705.1pp | 1293.73%-1273.2pp | 302.91%-282.4pp |
| Employer contribution / active EE | $4,520 | $3,689+22.5% | $3,262+38.6% | $4,762-5.1% |
| Participant deferral / active EE | $5,480 | $4,347+26.1% | $3,963+38.3% | $5,983-8.4% |
| Admin fee / account holder | $19 | $6,505-99.7% | $5,613-99.7% | $11,248-99.8% |