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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 | $96,086 | $121,701-21.0% | $104,639-8.2% | $158,982-39.6% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 7.78% | 465.72%-457.9pp | 340.67%-332.9pp | 302.99%-295.2pp |
| Employer contribution / active EE | $8,044 | $3,165+154.1% | $2,682+200.0% | $4,763+68.9% |
| Participant deferral / active EE | $7,495 | $4,176+79.5% | $3,738+100.5% | $5,983+25.3% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |