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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 | $131,467 | $185,225-29.0% | $142,898-8.0% | $167,536-21.5% |
| Participation rate | 75.0% | 78.5%-3.5pp | 72.0%+3.0pp | 82.1%-7.1pp |
| Annual return | 17.74% | 8558.12%-8540.4pp | 5639.64%-5621.9pp | 478.82%-461.1pp |
| Employer contribution / active EE | $2,084 | $5,607-62.8% | $4,146-49.7% | $4,839-56.9% |
| Participant deferral / active EE | $5,905 | $4,496+31.3% | $3,838+53.8% | $6,342-6.9% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,315-100.0% |