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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 | $98,735 | $88,754+11.2% | $81,820+20.7% | $145,877-32.3% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 9.85% | 1031.77%-1021.9pp | 777.93%-768.1pp | 551.28%-541.4pp |
| Employer contribution / active EE | $2,344 | $3,085-24.0% | $2,915-19.6% | $4,663-49.7% |
| Participant deferral / active EE | $6,880 | $4,648+48.0% | $4,323+59.2% | $6,691+2.8% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |