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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 | $134,430 | $124,175+8.3% | $108,405+24.0% | $167,553-19.8% |
| Participation rate | 71.4% | 82.3%-10.9pp | 80.1%-8.7pp | 82.1%-10.7pp |
| Annual return | 11.12% | 1380.13%-1369.0pp | 905.55%-894.4pp | 478.89%-467.8pp |
| Employer contribution / active EE | $2,815 | $4,188-32.8% | $3,559-20.9% | $4,840-41.8% |
| Participant deferral / active EE | $9,718 | $6,908+40.7% | $6,563+48.1% | $6,343+53.2% |
| Admin fee / account holder | $27 | $9,457-99.7% | $7,297-99.6% | $12,316-99.8% |