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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 | $88,702-10.2% | $81,780-2.6% | $145,978-45.4% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 13.40% | 1029.12%-1015.7pp | 776.27%-762.9pp | 550.52%-537.1pp |
| Employer contribution / active EE | $2,355 | $3,084-23.6% | $2,914-19.2% | $4,662-49.5% |
| Participant deferral / active EE | $5,148 | $4,645+10.8% | $4,321+19.1% | $6,690-23.1% |
| Admin fee / account holder | $70 | $8,414-99.2% | $7,384-99.1% | $13,400-99.5% |