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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 | $79,946 | $97,761-18.2% | $83,850-4.7% | $135,382-40.9% |
| Participation rate | 90.5% | 80.0%+10.5pp | 76.1%+14.3pp | 82.6%+7.8pp |
| Annual return | 12.20% | 1287.44%-1275.2pp | 850.92%-838.7pp | 519.77%-507.6pp |
| Employer contribution / active EE | $1,844 | $4,222-56.3% | $3,631-49.2% | $4,779-61.4% |
| Participant deferral / active EE | $2,211 | $4,682-52.8% | $4,082-45.8% | $5,609-60.6% |
| Admin fee / account holder | $257 | $6,674-96.1% | $5,478-95.3% | $10,829-97.6% |