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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 | $107,094 | $88,815+20.6% | $81,882+30.8% | $145,897-26.6% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 17.17% | 1033.75%-1016.6pp | 779.47%-762.3pp | 552.29%-535.1pp |
| Employer contribution / active EE | $3,163 | $3,086+2.5% | $2,916+8.5% | $4,663-32.2% |
| Participant deferral / active EE | $8,774 | $4,647+88.8% | $4,323+103.0% | $6,689+31.2% |
| Admin fee / account holder | $20 | $8,434-99.8% | $7,360-99.7% | $13,390-99.9% |