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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 | $111,556 | $112,933-1.2% | $90,970+22.6% | $158,982-29.8% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 13.56% | 215.82%-202.3pp | 134.60%-121.0pp | 302.99%-289.4pp |
| Employer contribution / active EE | $3,370 | $2,893+16.5% | $2,122+58.8% | $4,763-29.3% |
| Participant deferral / active EE | $7,797 | $4,128+88.9% | $3,373+131.2% | $5,983+30.3% |
| Admin fee / account holder | $18 | $8,047-99.8% | $5,961-99.7% | $11,252-99.8% |