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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 | $100,938-84.1% | $90,461-82.2% | $158,982-89.9% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 43.87% | 1727.20%-1683.3pp | 1294.76%-1250.9pp | 302.99%-259.1pp |
| Employer contribution / active EE | $2,022 | $3,691-45.2% | $3,264-38.1% | $4,763-57.5% |
| Participant deferral / active EE | $2,715 | $4,350-37.6% | $3,964-31.5% | $5,983-54.6% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |