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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 | $51,229 | $65,555-21.9% | $86,216-40.6% | $75,173-31.9% |
| Participation rate | 72.2% | 60.5%+11.7pp | 69.0%+3.3pp | 67.2%+5.0pp |
| Annual return | 791.39% | 46.07%+745.3pp | 1169.42%-378.0pp | 160.72%+630.7pp |
| Employer contribution / active EE | $1,316 | $1,553-15.3% | $2,382-44.8% | $2,671-50.7% |
| Participant deferral / active EE | $2,710 | $3,023-10.4% | $3,986-32.0% | $4,126-34.3% |
| Admin fee / account holder | $189 | $5,469-96.5% | $6,853-97.2% | $5,651-96.7% |