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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 | $90,397+12.7% | $76,002+34.0% | $145,959-30.2% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 12.61% | 621.97%-609.4pp | 360.07%-347.5pp | 561.95%-549.3pp |
| Employer contribution / active EE | $3,209 | $3,317-3.3% | $2,688+19.4% | $4,661-31.1% |
| Participant deferral / active EE | $5,232 | $5,163+1.3% | $4,257+22.9% | $6,689-21.8% |
| Admin fee / account holder | $6 | $8,369-99.9% | $6,414-99.9% | $13,398-100.0% |