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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 | $19,778 | $156,970-87.4% | $121,210-83.7% | $139,487-85.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 27.12% | 1477.10%-1450.0pp | 987.41%-960.3pp | 373.84%-346.7pp |
| Employer contribution / active EE | $2,369 | $5,546-57.3% | $4,171-43.2% | $4,755-50.2% |
| Participant deferral / active EE | $4,310 | $4,849-11.1% | $4,084+5.5% | $6,713-35.8% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |