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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 | $37,245 | $109,863-66.1% | $98,477-62.2% | $167,518-77.8% |
| Participation rate | 88.2% | 75.8%+12.4pp | 73.3%+14.9pp | 82.1%+6.1pp |
| Annual return | 23.35% | 1958.09%-1934.7pp | 1493.59%-1470.2pp | 478.71%-455.4pp |
| Employer contribution / active EE | $1,341 | $3,225-58.4% | $2,961-54.7% | $4,838-72.3% |
| Participant deferral / active EE | $7,865 | $4,673+68.3% | $4,276+83.9% | $6,342+24.0% |
| Admin fee / account holder | $100 | $6,755-98.5% | $5,951-98.3% | $12,312-99.2% |