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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 | $36,332 | $176,688-79.4% | $130,660-72.2% | $152,885-76.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 24.85% | 2693.08%-2668.2pp | 1709.29%-1684.4pp | 345.39%-320.5pp |
| Employer contribution / active EE | $1,379 | $5,743-76.0% | $4,092-66.3% | $4,763-71.0% |
| Participant deferral / active EE | $5,651 | $4,362+29.6% | $3,603+56.8% | $5,851-3.4% |
| Admin fee / account holder | $95 | $7,131-98.7% | $5,463-98.3% | $11,598-99.2% |