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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 | $101,479 | $88,815+14.3% | $81,882+23.9% | $145,897-30.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 12.40% | 1033.75%-1021.3pp | 779.47%-767.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $2,364 | $3,086-23.4% | $2,916-18.9% | $4,663-49.3% |
| Participant deferral / active EE | $3,495 | $4,647-24.8% | $4,323-19.2% | $6,689-47.7% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |