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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 | $65,986 | $149,040-55.7% | $120,225-45.1% | $137,256-51.9% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 18.02% | 605.68%-587.7pp | 439.23%-421.2pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,192 | $4,350-26.6% | $3,475-8.1% | $4,156-23.2% |
| Participant deferral / active EE | $4,312 | $4,655-7.4% | $3,999+7.8% | $6,407-32.7% |
| Admin fee / account holder | $18 | $6,348-99.7% | $5,696-99.7% | $12,270-99.8% |