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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 | $101,867 | $90,614+12.4% | $76,089+33.9% | $145,877-30.2% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 12.61% | 623.80%-611.2pp | 360.94%-348.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $3,209 | $3,324-3.5% | $2,690+19.3% | $4,663-31.2% |
| Participant deferral / active EE | $5,232 | $5,168+1.2% | $4,259+22.8% | $6,691-21.8% |
| Admin fee / account holder | $6 | $8,376-99.9% | $6,418-99.9% | $13,402-100.0% |