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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 | $89,624 | $88,710+1.0% | $81,783+9.6% | $145,959-38.6% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 11.87% | 1027.26%-1015.4pp | 775.05%-763.2pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,185 | $3,083-61.6% | $2,913-59.3% | $4,661-74.6% |
| Participant deferral / active EE | $1,473 | $4,645-68.3% | $4,320-65.9% | $6,689-78.0% |
| Admin fee / account holder | $107 | $8,407-98.7% | $7,380-98.6% | $13,398-99.2% |