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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 | $97,773 | $121,677-19.6% | $104,625-6.5% | $158,966-38.5% |
| Participation rate | 92.9% | 77.5%+15.3pp | 74.1%+18.8pp | 82.0%+10.9pp |
| Annual return | 16.61% | 465.58%-449.0pp | 340.60%-324.0pp | 302.95%-286.3pp |
| Employer contribution / active EE | $5,299 | $3,165+67.4% | $2,681+97.6% | $4,762+11.3% |
| Participant deferral / active EE | $5,861 | $4,175+40.4% | $3,738+56.8% | $5,983-2.0% |
| Admin fee / account holder | $0 | $7,777-100.0% | $6,465-100.0% | $11,250-100.0% |