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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 | $59,168 | $185,199-68.1% | $142,874-58.6% | $167,518-64.7% |
| Participation rate | 71.4% | 78.5%-7.0pp | 72.0%-0.5pp | 82.1%-10.7pp |
| Annual return | 15.91% | 8556.90%-8541.0pp | 5638.58%-5622.7pp | 478.71%-462.8pp |
| Employer contribution / active EE | $1,456 | $5,606-74.0% | $4,145-64.9% | $4,838-69.9% |
| Participant deferral / active EE | $5,357 | $4,495+19.2% | $3,838+39.6% | $6,342-15.5% |
| Admin fee / account holder | $138 | $8,031-98.3% | $6,561-97.9% | $12,312-98.9% |