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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 | $42,190 | $76,608-44.9% | $56,077-24.8% | $145,877-71.1% |
| Participation rate | 81.3% | 63.2%+18.0pp | 52.5%+28.8pp | 80.3%+0.9pp |
| Annual return | 13.92% | 3009.59%-2995.7pp | 1709.28%-1695.4pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,721 | $1,382+96.9% | $1,040+161.5% | $4,663-41.7% |
| Participant deferral / active EE | $2,829 | $2,624+7.8% | $1,954+44.8% | $6,691-57.7% |
| Admin fee / account holder | $223 | $3,325-93.3% | $2,825-92.1% | $13,402-98.3% |