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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 | $86,286 | $88,815-2.8% | $81,882+5.4% | $145,897-40.9% |
| Participation rate | 72.7% | 75.1%-2.3pp | 72.4%+0.3pp | 80.3%-7.6pp |
| Annual return | 10.03% | 1033.75%-1023.7pp | 779.47%-769.4pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,645 | $3,086-14.3% | $2,916-9.3% | $4,663-43.3% |
| Participant deferral / active EE | $4,442 | $4,647-4.4% | $4,323+2.8% | $6,689-33.6% |
| Admin fee / account holder | $5 | $8,434-99.9% | $7,360-99.9% | $13,390-100.0% |