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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 | $88,778-41.3% | $81,844-36.3% | $145,884-64.2% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 24.68% | 1033.03%-1008.4pp | 778.87%-754.2pp | 551.85%-527.2pp |
| Employer contribution / active EE | $789 | $3,087-74.4% | $2,916-72.9% | $4,662-83.1% |
| Participant deferral / active EE | $5,279 | $4,648+13.6% | $4,323+22.1% | $6,690-21.1% |
| Admin fee / account holder | $208 | $8,430-97.5% | $7,355-97.2% | $13,392-98.4% |