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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 | $16,556 | $88,778-81.4% | $81,844-79.8% | $145,884-88.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 15.60% | 1033.03%-1017.4pp | 778.87%-763.3pp | 551.85%-536.3pp |
| Employer contribution / active EE | $3,083 | $3,087-0.1% | $2,916+5.7% | $4,662-33.9% |
| Participant deferral / active EE | $1,843 | $4,648-60.3% | $4,323-57.4% | $6,690-72.4% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |