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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 | $90,061 | $121,656-26.0% | $104,614-13.9% | $158,950-43.3% |
| Participation rate | 86.4% | 77.5%+8.8pp | 74.1%+12.3pp | 82.0%+4.4pp |
| Annual return | 77.63% | 465.51%-387.9pp | 340.56%-262.9pp | 302.91%-225.3pp |
| Employer contribution / active EE | $1,256 | $3,164-60.3% | $2,681-53.2% | $4,762-73.6% |
| Participant deferral / active EE | $3,896 | $4,177-6.7% | $3,739+4.2% | $5,983-34.9% |
| Admin fee / account holder | $182 | $7,775-97.7% | $6,464-97.2% | $11,248-98.4% |