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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 | $70,430 | $72,071-2.3% | $68,368+3.0% | $137,256-48.7% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.0%+4.7pp |
| Annual return | 17.56% | 353.14%-335.6pp | 292.57%-275.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,045 | $2,788-26.7% | $2,649-22.8% | $4,156-50.8% |
| Participant deferral / active EE | $4,052 | $4,410-8.1% | $4,123-1.7% | $6,407-36.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |