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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 | $47,350 | $70,366-32.7% | $66,674-29.0% | $138,895-65.9% |
| Participation rate | 81.3% | 76.2%+5.1pp | 73.7%+7.6pp | 79.9%+1.3pp |
| Annual return | 19.11% | 386.41%-367.3pp | 321.24%-302.1pp | 145.39%-126.3pp |
| Employer contribution / active EE | $2,658 | $2,765-3.9% | $2,620+1.4% | $4,194-36.6% |
| Participant deferral / active EE | $4,314 | $4,374-1.4% | $4,084+5.6% | $6,396-32.5% |
| Admin fee / account holder | $50 | $5,262-99.1% | $5,098-99.0% | $12,562-99.6% |