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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 | $50,668 | $70,366-28.0% | $66,674-24.0% | $138,895-63.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 22.55% | 386.41%-363.9pp | 321.24%-298.7pp | 145.39%-122.8pp |
| Employer contribution / active EE | $451 | $2,765-83.7% | $2,620-82.8% | $4,194-89.3% |
| Participant deferral / active EE | $7,317 | $4,374+67.3% | $4,084+79.2% | $6,396+14.4% |
| Admin fee / account holder | $189 | $5,262-96.4% | $5,098-96.3% | $12,562-98.5% |