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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 | $53,460 | $100,895-47.0% | $90,430-40.9% | $158,950-66.4% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 22.09% | 1725.54%-1703.5pp | 1293.73%-1271.6pp | 302.91%-280.8pp |
| Employer contribution / active EE | $2,483 | $3,689-32.7% | $3,262-23.9% | $4,762-47.9% |
| Participant deferral / active EE | $4,583 | $4,347+5.4% | $3,963+15.7% | $5,983-23.4% |
| Admin fee / account holder | $277 | $6,505-95.7% | $5,613-95.1% | $11,248-97.5% |