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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 | $118,563 | $68,097+74.1% | $62,929+88.4% | $137,256-13.6% |
| Participation rate | 77.8% | 77.4%+0.3pp | 73.1%+4.7pp | 80.0%-2.2pp |
| Annual return | 23.29% | 1859.11%-1835.8pp | 1063.93%-1040.6pp | 220.34%-197.0pp |
| Employer contribution / active EE | $2,570 | $2,811-8.6% | $2,505+2.6% | $4,156-38.2% |
| Participant deferral / active EE | $6,664 | $4,553+46.4% | $3,888+71.4% | $6,407+4.0% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |