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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 | $84,467 | $88,815-4.9% | $81,882+3.2% | $145,897-42.1% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 11.62% | 1033.75%-1022.1pp | 779.47%-767.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,079 | $3,086-65.0% | $2,916-63.0% | $4,663-76.9% |
| Participant deferral / active EE | $5,941 | $4,647+27.8% | $4,323+37.4% | $6,689-11.2% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |