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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 | $78,244 | $109,411-28.5% | $89,435-12.5% | $158,982-50.8% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 18.77% | 345.68%-326.9pp | 245.55%-226.8pp | 302.99%-284.2pp |
| Employer contribution / active EE | $2,491 | $3,173-21.5% | $2,587-3.7% | $4,763-47.7% |
| Participant deferral / active EE | $11,943 | $4,600+159.6% | $3,890+207.0% | $5,983+99.6% |
| Admin fee / account holder | $215 | $6,159-96.5% | $4,884-95.6% | $11,252-98.1% |