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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 | $58,276 | $149,040-60.9% | $120,225-51.5% | $137,256-57.5% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 16.37% | 605.68%-589.3pp | 439.23%-422.9pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,866 | $4,350-57.1% | $3,475-46.3% | $4,156-55.1% |
| Participant deferral / active EE | $2,663 | $4,655-42.8% | $3,999-33.4% | $6,407-58.4% |
| Admin fee / account holder | $295 | $6,348-95.3% | $5,696-94.8% | $12,270-97.6% |