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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 | $65,823 | $99,079-33.6% | $78,002-15.6% | $273,972-76.0% |
| Participation rate | 90.9% | 78.6%+12.3pp | 75.5%+15.4pp | 83.0%+7.9pp |
| Annual return | 10.19% | 217.93%-207.7pp | 425.99%-415.8pp | 41.46%-31.3pp |
| Employer contribution / active EE | $1,369 | $3,308-58.6% | $2,470-44.6% | $4,869-71.9% |
| Participant deferral / active EE | $3,896 | $4,306-9.5% | $3,497+11.4% | $5,287-26.3% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |