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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 | $65,077 | $104,924-38.0% | $84,623-23.1% | $152,885-57.4% |
| Participation rate | 78.9% | 74.8%+4.1pp | 68.2%+10.7pp | 82.5%-3.5pp |
| Annual return | 19.08% | 373.82%-354.7pp | 258.77%-239.7pp | 345.39%-326.3pp |
| Employer contribution / active EE | $2,865 | $3,302-13.2% | $2,652+8.0% | $4,763-39.8% |
| Participant deferral / active EE | $4,702 | $4,689+0.3% | $3,899+20.6% | $5,851-19.6% |
| Admin fee / account holder | $13 | $6,242-99.8% | $4,913-99.7% | $11,598-99.9% |