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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 | $38,995 | $114,130-65.8% | $96,192-59.5% | $167,553-76.7% |
| Participation rate | 86.7% | 75.1%+11.6pp | 68.4%+18.2pp | 82.1%+4.6pp |
| Annual return | 16.75% | 190.07%-173.3pp | 192.09%-175.3pp | 478.89%-462.1pp |
| Employer contribution / active EE | $2,457 | $3,431-28.4% | $2,799-12.2% | $4,840-49.2% |
| Participant deferral / active EE | $5,572 | $5,198+7.2% | $4,351+28.1% | $6,343-12.1% |
| Admin fee / account holder | $19 | $6,901-99.7% | $5,539-99.7% | $12,316-99.8% |