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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 | $63,595 | $70,366-9.6% | $66,674-4.6% | $138,895-54.2% |
| Participation rate | 86.7% | 76.2%+10.5pp | 73.7%+13.0pp | 79.9%+6.7pp |
| Annual return | 22.70% | 386.41%-363.7pp | 321.24%-298.5pp | 145.39%-122.7pp |
| Employer contribution / active EE | $2,677 | $2,765-3.2% | $2,620+2.2% | $4,194-36.2% |
| Participant deferral / active EE | $7,259 | $4,374+66.0% | $4,084+77.7% | $6,396+13.5% |
| Admin fee / account holder | $288 | $5,262-94.5% | $5,098-94.3% | $12,562-97.7% |