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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 | $52,155 | $88,702-41.2% | $81,780-36.2% | $145,978-64.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 24.68% | 1029.12%-1004.4pp | 776.27%-751.6pp | 550.52%-525.8pp |
| Employer contribution / active EE | $789 | $3,084-74.4% | $2,914-72.9% | $4,662-83.1% |
| Participant deferral / active EE | $5,279 | $4,645+13.6% | $4,321+22.2% | $6,690-21.1% |
| Admin fee / account holder | $208 | $8,414-97.5% | $7,384-97.2% | $13,400-98.4% |