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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 | $59,054 | $100,911-41.5% | $90,440-34.7% | $158,966-62.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 17.57% | 1726.62%-1709.0pp | 1294.38%-1276.8pp | 302.95%-285.4pp |
| Employer contribution / active EE | $3,718 | $3,690+0.8% | $3,263+13.9% | $4,762-21.9% |
| Participant deferral / active EE | $5,807 | $4,348+33.6% | $3,964+46.5% | $5,983-2.9% |
| Admin fee / account holder | $10 | $6,507-99.8% | $5,615-99.8% | $11,250-99.9% |