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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 | $79,325 | $176,688-55.1% | $130,660-39.3% | $152,909-48.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.5%-7.5pp |
| Annual return | 25.17% | 2693.08%-2667.9pp | 1709.29%-1684.1pp | 345.46%-320.3pp |
| Employer contribution / active EE | $2,076 | $5,743-63.9% | $4,092-49.3% | $4,764-56.4% |
| Participant deferral / active EE | $5,895 | $4,362+35.1% | $3,603+63.6% | $5,851+0.7% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |