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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 | $91,544 | $90,691+0.9% | $76,119+20.3% | $145,884-37.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 15.62% | 624.52%-608.9pp | 361.25%-345.6pp | 551.85%-536.2pp |
| Employer contribution / active EE | $1,575 | $3,329-52.7% | $2,693-41.5% | $4,662-66.2% |
| Participant deferral / active EE | $11,570 | $5,167+123.9% | $4,259+171.6% | $6,690+73.0% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |