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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 | $88,754+14.3% | $81,820+24.0% | $145,877-30.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 12.40% | 1031.77%-1019.4pp | 777.93%-765.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,364 | $3,085-23.4% | $2,915-18.9% | $4,663-49.3% |
| Participant deferral / active EE | $3,495 | $4,648-24.8% | $4,323-19.1% | $6,691-47.8% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |