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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 | $53,573 | $176,688-69.7% | $130,660-59.0% | $152,897-65.0% |
| Participation rate | 85.0% | 79.0%+6.0pp | 71.7%+13.3pp | 82.5%+2.5pp |
| Annual return | 9.19% | 2693.08%-2683.9pp | 1709.29%-1700.1pp | 345.43%-336.2pp |
| Employer contribution / active EE | $2,405 | $5,743-58.1% | $4,092-41.2% | $4,764-49.5% |
| Participant deferral / active EE | $5,540 | $4,362+27.0% | $3,603+53.8% | $5,851-5.3% |
| Admin fee / account holder | $140 | $7,131-98.0% | $5,463-97.4% | $11,599-98.8% |