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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 | $49,733 | $100,911-50.7% | $90,440-45.0% | $158,966-68.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 12.47% | 1726.62%-1714.1pp | 1294.38%-1281.9pp | 302.95%-290.5pp |
| Employer contribution / active EE | $2,702 | $3,690-26.8% | $3,263-17.2% | $4,762-43.3% |
| Participant deferral / active EE | $5,116 | $4,348+17.7% | $3,964+29.1% | $5,983-14.5% |
| Admin fee / account holder | $67 | $6,507-99.0% | $5,615-98.8% | $11,250-99.4% |