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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 | $45,502 | $65,566-30.6% | $86,235-47.2% | $75,177-39.5% |
| Participation rate | 92.0% | 60.5%+31.5pp | 69.0%+23.0pp | 67.2%+24.8pp |
| Annual return | 16.64% | 46.07%-29.4pp | 1170.03%-1153.4pp | 160.75%-144.1pp |
| Employer contribution / active EE | $2,250 | $1,553+44.8% | $2,381-5.5% | $2,671-15.8% |
| Participant deferral / active EE | $5,650 | $3,023+86.9% | $3,987+41.7% | $4,126+36.9% |
| Admin fee / account holder | $241 | $5,470-95.6% | $6,856-96.5% | $5,651-95.7% |