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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 | $44,766 | $58,391-23.3% | $76,657-41.6% | $72,975-38.7% |
| Participation rate | 88.0% | 67.4%+20.6pp | 72.1%+15.9pp | 69.5%+18.5pp |
| Annual return | 22.87% | 2306.65%-2283.8pp | 1166.74%-1143.9pp | 81.01%-58.1pp |
| Employer contribution / active EE | $1,632 | $1,787-8.7% | $2,303-29.1% | $2,440-33.1% |
| Participant deferral / active EE | $3,504 | $2,690+30.2% | $3,335+5.1% | $3,608-2.9% |
| Admin fee / account holder | $242 | $4,014-94.0% | $6,423-96.2% | $5,124-95.3% |