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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 | $79,631 | $88,815-10.3% | $81,882-2.7% | $145,897-45.4% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 13.40% | 1033.75%-1020.3pp | 779.47%-766.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $2,355 | $3,086-23.7% | $2,916-19.2% | $4,663-49.5% |
| Participant deferral / active EE | $5,148 | $4,647+10.8% | $4,323+19.1% | $6,689-23.0% |
| Admin fee / account holder | $70 | $8,434-99.2% | $7,360-99.1% | $13,390-99.5% |