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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 | $56,666 | $72,071-21.4% | $68,368-17.1% | $137,256-58.7% |
| Participation rate | 78.3% | 76.2%+2.0pp | 73.8%+4.5pp | 80.0%-1.7pp |
| Annual return | 16.81% | 353.14%-336.3pp | 292.57%-275.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,249 | $2,788-55.2% | $2,649-52.8% | $4,156-69.9% |
| Participant deferral / active EE | $2,377 | $4,410-46.1% | $4,123-42.3% | $6,407-62.9% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |