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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 | $50,183 | $129,737-61.3% | $119,126-57.9% | $154,746-67.6% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 21.55% | 379.08%-357.5pp | 282.11%-260.6pp | 172.34%-150.8pp |
| Employer contribution / active EE | $4,093 | $4,375-6.4% | $4,034+1.5% | $4,379-6.5% |
| Participant deferral / active EE | $11,643 | $5,842+99.3% | $5,318+118.9% | $6,730+73.0% |
| Admin fee / account holder | $1 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |