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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 | $114,039 | $109,863+3.8% | $98,477+15.8% | $167,518-31.9% |
| Participation rate | 73.9% | 75.8%-1.9pp | 73.3%+0.6pp | 82.1%-8.2pp |
| Annual return | 11.78% | 1958.09%-1946.3pp | 1493.59%-1481.8pp | 478.71%-466.9pp |
| Employer contribution / active EE | $2,954 | $3,225-8.4% | $2,961-0.2% | $4,838-39.0% |
| Participant deferral / active EE | $4,792 | $4,673+2.5% | $4,276+12.0% | $6,342-24.4% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |