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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 | $51,883 | $99,009-47.6% | $86,581-40.1% | $147,585-64.8% |
| Participation rate | 76.9% | 76.3%+0.6pp | 73.5%+3.4pp | 82.8%-5.9pp |
| Annual return | 18.12% | 1312.70%-1294.6pp | 965.06%-946.9pp | 578.58%-560.5pp |
| Employer contribution / active EE | $2,253 | $3,132-28.1% | $2,840-20.7% | $4,876-53.8% |
| Participant deferral / active EE | $5,691 | $3,972+43.3% | $3,609+57.7% | $5,439+4.6% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |