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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 | $89,277 | $129,737-31.2% | $119,126-25.1% | $154,746-42.3% |
| Participation rate | 92.3% | 78.9%+13.5pp | 75.8%+16.5pp | 80.7%+11.6pp |
| Annual return | 14.06% | 379.08%-365.0pp | 282.11%-268.0pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,489 | $4,375-66.0% | $4,034-63.1% | $4,379-66.0% |
| Participant deferral / active EE | $2,900 | $5,842-50.4% | $5,318-45.5% | $6,730-56.9% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |