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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 | $39,682 | $180,749-78.0% | $160,784-75.3% | $137,256-71.1% |
| Participation rate | 84.6% | 80.0%+4.6pp | 77.0%+7.7pp | 80.0%+4.7pp |
| Annual return | 17.04% | 2234.46%-2217.4pp | 1803.92%-1786.9pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,234 | $4,155-70.3% | $3,733-66.9% | $4,156-70.3% |
| Participant deferral / active EE | $6,078 | $6,844-11.2% | $6,293-3.4% | $6,407-5.1% |
| Admin fee / account holder | $259 | $10,397-97.5% | $9,717-97.3% | $12,270-97.9% |