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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 | $90,530+12.5% | $76,030+34.0% | $145,897-30.2% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 12.61% | 625.08%-612.5pp | 361.54%-348.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $3,209 | $3,319-3.3% | $2,688+19.4% | $4,663-31.2% |
| Participant deferral / active EE | $5,232 | $5,164+1.3% | $4,257+22.9% | $6,689-21.8% |
| Admin fee / account holder | $6 | $8,383-99.9% | $6,421-99.9% | $13,390-100.0% |