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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 | $37,114 | $72,071-48.5% | $68,368-45.7% | $137,256-73.0% |
| Participation rate | 90.5% | 76.2%+14.2pp | 73.8%+16.7pp | 80.0%+10.5pp |
| Annual return | 15.79% | 353.14%-337.4pp | 292.57%-276.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,415 | $2,788-13.4% | $2,649-8.8% | $4,156-41.9% |
| Participant deferral / active EE | $4,386 | $4,410-0.6% | $4,123+6.4% | $6,407-31.5% |
| Admin fee / account holder | $57 | $5,336-98.9% | $5,150-98.9% | $12,270-99.5% |