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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 | $55,646 | $72,426-23.2% | $67,560-17.6% | $145,897-61.9% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 12.26% | 7226.78%-7214.5pp | 3533.50%-3521.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $2,803 | $3,074-8.8% | $2,737+2.4% | $4,663-39.9% |
| Participant deferral / active EE | $5,572 | $4,785+16.4% | $4,004+39.1% | $6,689-16.7% |
| Admin fee / account holder | $178 | $5,514-96.8% | $3,994-95.5% | $13,390-98.7% |