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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 | $72,465-23.2% | $67,575-17.7% | $145,884-61.9% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 12.26% | 7222.56%-7210.3pp | 3528.98%-3516.7pp | 551.85%-539.6pp |
| Employer contribution / active EE | $2,803 | $3,074-8.8% | $2,736+2.5% | $4,662-39.9% |
| Participant deferral / active EE | $5,572 | $4,786+16.4% | $4,003+39.2% | $6,690-16.7% |
| Admin fee / account holder | $178 | $5,515-96.8% | $3,993-95.5% | $13,392-98.7% |