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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 | $73,269 | $176,688-58.5% | $130,660-43.9% | $152,885-52.1% |
| Participation rate | 78.6% | 79.0%-0.4pp | 71.7%+6.8pp | 82.5%-3.9pp |
| Annual return | 32.40% | 2693.08%-2660.7pp | 1709.29%-1676.9pp | 345.39%-313.0pp |
| Employer contribution / active EE | $1,081 | $5,743-81.2% | $4,092-73.6% | $4,763-77.3% |
| Participant deferral / active EE | $3,109 | $4,362-28.7% | $3,603-13.7% | $5,851-46.9% |
| Admin fee / account holder | $18 | $7,131-99.7% | $5,463-99.7% | $11,598-99.8% |