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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 | $81,632 | $100,911-19.1% | $90,440-9.7% | $158,966-48.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 11.21% | 1726.62%-1715.4pp | 1294.38%-1283.2pp | 302.95%-291.7pp |
| Employer contribution / active EE | $2,283 | $3,690-38.1% | $3,263-30.0% | $4,762-52.1% |
| Participant deferral / active EE | $4,558 | $4,348+4.8% | $3,964+15.0% | $5,983-23.8% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |