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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 | $109,344-24.4% | $89,400-7.5% | $158,950-48.0% |
| Participation rate | 84.2% | 74.3%+9.9pp | 68.0%+16.2pp | 82.0%+2.2pp |
| Annual return | 17.22% | 345.73%-328.5pp | 245.64%-228.4pp | 302.91%-285.7pp |
| Employer contribution / active EE | $3,280 | $3,170+3.5% | $2,586+26.8% | $4,762-31.1% |
| Participant deferral / active EE | $6,785 | $4,599+47.5% | $3,890+74.4% | $5,983+13.4% |
| Admin fee / account holder | $0 | $6,154-100.0% | $4,882-100.0% | $11,248-100.0% |