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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 | $41,671 | $72,446-42.5% | $67,561-38.3% | $145,877-71.4% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 22.66% | 7211.98%-7189.3pp | 3525.44%-3502.8pp | 551.28%-528.6pp |
| Employer contribution / active EE | $2,812 | $3,072-8.5% | $2,735+2.8% | $4,663-39.7% |
| Participant deferral / active EE | $5,348 | $4,785+11.8% | $4,003+33.6% | $6,691-20.1% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |