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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 | $78,546 | $88,815-11.6% | $81,882-4.1% | $145,897-46.2% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 9.57% | 1033.75%-1024.2pp | 779.47%-769.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $2,999 | $3,086-2.8% | $2,916+2.8% | $4,663-35.7% |
| Participant deferral / active EE | $5,412 | $4,647+16.5% | $4,323+25.2% | $6,689-19.1% |
| Admin fee / account holder | $50 | $8,434-99.4% | $7,360-99.3% | $13,390-99.6% |