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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 | $78,566 | $149,040-47.3% | $120,225-34.7% | $137,256-42.8% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 21.30% | 605.68%-584.4pp | 439.23%-417.9pp | 220.34%-199.0pp |
| Employer contribution / active EE | $5,243 | $4,350+20.5% | $3,475+50.9% | $4,156+26.2% |
| Participant deferral / active EE | $6,671 | $4,655+43.3% | $3,999+66.8% | $6,407+4.1% |
| Admin fee / account holder | $125 | $6,348-98.0% | $5,696-97.8% | $12,270-99.0% |