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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 | $37,712 | $100,938-62.6% | $90,461-58.3% | $158,982-76.3% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 17.11% | 1727.20%-1710.1pp | 1294.76%-1277.7pp | 302.99%-285.9pp |
| Employer contribution / active EE | $2,018 | $3,691-45.3% | $3,264-38.2% | $4,763-57.6% |
| Participant deferral / active EE | $2,659 | $4,350-38.9% | $3,964-32.9% | $5,983-55.6% |
| Admin fee / account holder | $3 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |