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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 | $82,670 | $109,411-24.4% | $89,435-7.6% | $158,982-48.0% |
| Participation rate | 84.2% | 74.3%+9.9pp | 68.0%+16.2pp | 82.0%+2.2pp |
| Annual return | 17.22% | 345.68%-328.5pp | 245.55%-228.3pp | 302.99%-285.8pp |
| Employer contribution / active EE | $3,280 | $3,173+3.4% | $2,587+26.8% | $4,763-31.1% |
| Participant deferral / active EE | $6,785 | $4,600+47.5% | $3,890+74.4% | $5,983+13.4% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |