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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 | $63,478 | $88,702-28.4% | $81,780-22.4% | $145,978-56.5% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 12.60% | 1029.12%-1016.5pp | 776.27%-763.7pp | 550.52%-537.9pp |
| Employer contribution / active EE | $2,607 | $3,084-15.5% | $2,914-10.5% | $4,662-44.1% |
| Participant deferral / active EE | $5,591 | $4,645+20.4% | $4,321+29.4% | $6,690-16.4% |
| Admin fee / account holder | $230 | $8,414-97.3% | $7,384-96.9% | $13,400-98.3% |