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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 | $100,938-50.0% | $90,461-44.3% | $158,982-68.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 20.48% | 1727.20%-1706.7pp | 1294.76%-1274.3pp | 302.99%-282.5pp |
| Employer contribution / active EE | $4,520 | $3,691+22.4% | $3,264+38.5% | $4,763-5.1% |
| Participant deferral / active EE | $5,480 | $4,350+26.0% | $3,964+38.2% | $5,983-8.4% |
| Admin fee / account holder | $19 | $6,510-99.7% | $5,617-99.7% | $11,252-99.8% |