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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 | $124,349 | $156,927-20.8% | $121,169+2.6% | $139,456-10.8% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 14.73% | 1475.85%-1461.1pp | 986.71%-972.0pp | 373.45%-358.7pp |
| Employer contribution / active EE | $3,789 | $5,542-31.6% | $4,168-9.1% | $4,753-20.3% |
| Participant deferral / active EE | $7,754 | $4,848+59.9% | $4,083+89.9% | $6,711+15.5% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |