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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 | $105,265 | $109,905-4.2% | $98,506+6.9% | $167,553-37.2% |
| Participation rate | 77.8% | 75.8%+1.9pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 15.80% | 1960.20%-1944.4pp | 1494.92%-1479.1pp | 478.89%-463.1pp |
| Employer contribution / active EE | $2,513 | $3,226-22.1% | $2,961-15.1% | $4,840-48.1% |
| Participant deferral / active EE | $3,904 | $4,674-16.5% | $4,277-8.7% | $6,343-38.5% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |