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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 | $26,882 | $57,330-53.1% | $86,656-69.0% | $75,177-64.2% |
| Participation rate | 75.9% | 63.2%+12.7pp | 71.7%+4.2pp | 67.2%+8.7pp |
| Annual return | 22.55% | 2675.40%-2652.9pp | 593.09%-570.5pp | 160.75%-138.2pp |
| Employer contribution / active EE | $2,361 | $2,316+1.9% | $3,025-22.0% | $2,671-11.6% |
| Participant deferral / active EE | $4,022 | $3,320+21.1% | $4,439-9.4% | $4,126-2.5% |
| Admin fee / account holder | $252 | $4,115-93.9% | $5,619-95.5% | $5,651-95.5% |