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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 | $52,885 | $111,814-52.7% | $93,654-43.5% | $145,959-63.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 12.57% | 203.30%-190.7pp | 133.34%-120.8pp | 561.95%-549.4pp |
| Employer contribution / active EE | $3,378 | $3,092+9.3% | $2,421+39.6% | $4,661-27.5% |
| Participant deferral / active EE | $6,914 | $4,914+40.7% | $4,413+56.7% | $6,689+3.4% |
| Admin fee / account holder | $230 | $10,246-97.8% | $8,282-97.2% | $13,398-98.3% |