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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 | $73,481 | $111,814-34.3% | $93,654-21.5% | $145,959-49.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 17.56% | 203.30%-185.7pp | 133.34%-115.8pp | 561.95%-544.4pp |
| Employer contribution / active EE | $12,466 | $3,092+303.2% | $2,421+414.9% | $4,661+167.5% |
| Participant deferral / active EE | $4,600 | $4,914-6.4% | $4,413+4.2% | $6,689-31.2% |
| Admin fee / account holder | $256 | $10,246-97.5% | $8,282-96.9% | $13,398-98.1% |