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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 | $53,805 | $100,938-46.7% | $90,461-40.5% | $158,982-66.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 22.62% | 1727.20%-1704.6pp | 1294.76%-1272.1pp | 302.99%-280.4pp |
| Employer contribution / active EE | $4,191 | $3,691+13.5% | $3,264+28.4% | $4,763-12.0% |
| Participant deferral / active EE | $6,180 | $4,350+42.1% | $3,964+55.9% | $5,983+3.3% |
| Admin fee / account holder | $55 | $6,510-99.2% | $5,617-99.0% | $11,252-99.5% |