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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 | $59,657 | $121,701-51.0% | $104,639-43.0% | $158,982-62.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.39% | 465.72%-451.3pp | 340.67%-326.3pp | 302.99%-288.6pp |
| Employer contribution / active EE | $5,173 | $3,165+63.4% | $2,682+92.9% | $4,763+8.6% |
| Participant deferral / active EE | $5,523 | $4,176+32.3% | $3,738+47.7% | $5,983-7.7% |
| Admin fee / account holder | $230 | $7,778-97.0% | $6,465-96.4% | $11,252-98.0% |