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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 | $147,623 | $100,911+46.3% | $90,440+63.2% | $158,966-7.1% |
| Participation rate | 72.2% | 75.0%-2.8pp | 72.7%-0.5pp | 82.0%-9.7pp |
| Annual return | 14.69% | 1726.62%-1711.9pp | 1294.38%-1279.7pp | 302.95%-288.3pp |
| Employer contribution / active EE | $1,110 | $3,690-69.9% | $3,263-66.0% | $4,762-76.7% |
| Participant deferral / active EE | $5,089 | $4,348+17.0% | $3,964+28.4% | $5,983-14.9% |
| Admin fee / account holder | $6 | $6,507-99.9% | $5,615-99.9% | $11,250-100.0% |