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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 | $120,571 | $97,729+23.4% | $83,830+43.8% | $135,379-10.9% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | 2.96% | 1287.52%-1284.6pp | 850.97%-848.0pp | 519.79%-516.8pp |
| Employer contribution / active EE | $1,372 | $4,222-67.5% | $3,631-62.2% | $4,779-71.3% |
| Participant deferral / active EE | $1,405 | $4,683-70.0% | $4,082-65.6% | $5,609-74.9% |
| Admin fee / account holder | $143 | $6,674-97.9% | $5,479-97.4% | $10,828-98.7% |