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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 | $16,064 | $100,895-84.1% | $90,430-82.2% | $158,950-89.9% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 43.87% | 1725.54%-1681.7pp | 1293.73%-1249.9pp | 302.91%-259.0pp |
| Employer contribution / active EE | $2,022 | $3,689-45.2% | $3,262-38.0% | $4,762-57.5% |
| Participant deferral / active EE | $2,715 | $4,347-37.6% | $3,963-31.5% | $5,983-54.6% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |