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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 | $88,778-28.5% | $81,844-22.4% | $145,884-56.5% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 12.60% | 1033.03%-1020.4pp | 778.87%-766.3pp | 551.85%-539.2pp |
| Employer contribution / active EE | $2,607 | $3,087-15.5% | $2,916-10.6% | $4,662-44.1% |
| Participant deferral / active EE | $5,591 | $4,648+20.3% | $4,323+29.3% | $6,690-16.4% |
| Admin fee / account holder | $230 | $8,430-97.3% | $7,355-96.9% | $13,392-98.3% |