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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 | $44,725 | $100,895-55.7% | $90,430-50.5% | $158,950-71.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 12.97% | 1725.54%-1712.6pp | 1293.73%-1280.8pp | 302.91%-289.9pp |
| Employer contribution / active EE | $2,905 | $3,689-21.2% | $3,262-10.9% | $4,762-39.0% |
| Participant deferral / active EE | $2,857 | $4,347-34.3% | $3,963-27.9% | $5,983-52.2% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |