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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 | $31,490 | $90,614-65.2% | $76,089-58.6% | $145,877-78.4% |
| Participation rate | 76.5% | 74.5%+2.0pp | 69.1%+7.4pp | 80.3%-3.8pp |
| Annual return | 18.46% | 623.80%-605.3pp | 360.94%-342.5pp | 551.28%-532.8pp |
| Employer contribution / active EE | $3,880 | $3,324+16.7% | $2,690+44.2% | $4,663-16.8% |
| Participant deferral / active EE | $10,126 | $5,168+95.9% | $4,259+137.7% | $6,691+51.3% |
| Admin fee / account holder | $114 | $8,376-98.6% | $6,418-98.2% | $13,402-99.2% |