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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 | $58,849 | $100,911-41.7% | $90,440-34.9% | $158,966-63.0% |
| Participation rate | 78.6% | 75.0%+3.5pp | 72.7%+5.9pp | 82.0%-3.4pp |
| Annual return | 16.89% | 1726.62%-1709.7pp | 1294.38%-1277.5pp | 302.95%-286.1pp |
| Employer contribution / active EE | $1,874 | $3,690-49.2% | $3,263-42.6% | $4,762-60.7% |
| Participant deferral / active EE | $2,313 | $4,348-46.8% | $3,964-41.7% | $5,983-61.3% |
| Admin fee / account holder | $20 | $6,507-99.7% | $5,615-99.6% | $11,250-99.8% |