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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 | $43,978 | $102,696-57.2% | $86,235-49.0% | $139,487-68.5% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 23.80% | 1925.91%-1902.1pp | 1170.03%-1146.2pp | 373.84%-350.0pp |
| Employer contribution / active EE | $1,956 | $3,034-35.5% | $2,381-17.8% | $4,755-58.9% |
| Participant deferral / active EE | $9,574 | $4,679+104.6% | $3,987+140.1% | $6,713+42.6% |
| Admin fee / account holder | $195 | $8,667-97.7% | $6,856-97.2% | $11,407-98.3% |