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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 | $119,167 | $102,595+16.2% | $94,057+26.7% | $154,746-23.0% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 13.93% | 583.42%-569.5pp | 480.62%-466.7pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,931 | $3,147-38.6% | $2,933-34.2% | $4,379-55.9% |
| Participant deferral / active EE | $7,743 | $5,118+51.3% | $4,709+64.4% | $6,730+15.0% |
| Admin fee / account holder | $54 | $7,736-99.3% | $7,244-99.3% | $14,365-99.6% |