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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 | $47,383 | $149,040-68.2% | $120,225-60.6% | $137,256-65.5% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 28.53% | 605.68%-577.1pp | 439.23%-410.7pp | 220.34%-191.8pp |
| Employer contribution / active EE | $1,591 | $4,350-63.4% | $3,475-54.2% | $4,156-61.7% |
| Participant deferral / active EE | $8,544 | $4,655+83.5% | $3,999+113.7% | $6,407+33.4% |
| Admin fee / account holder | $242 | $6,348-96.2% | $5,696-95.8% | $12,270-98.0% |