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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 | $59,737 | $165,399-63.9% | $149,745-60.1% | $158,982-62.4% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 2520.03% | 348.34%+2171.7pp | 276.72%+2243.3pp | 302.99%+2217.0pp |
| Employer contribution / active EE | $2,332 | $5,105-54.3% | $4,646-49.8% | $4,763-51.0% |
| Participant deferral / active EE | $5,502 | $7,183-23.4% | $6,843-19.6% | $5,983-8.1% |
| Admin fee / account holder | $293 | $10,811-97.3% | $9,312-96.9% | $11,252-97.4% |