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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 | $75,139 | $102,696-26.8% | $86,235-12.9% | $139,487-46.1% |
| Participation rate | 77.3% | 74.5%+2.8pp | 69.0%+8.3pp | 80.3%-3.1pp |
| Annual return | 19.65% | 1925.91%-1906.3pp | 1170.03%-1150.4pp | 373.84%-354.2pp |
| Employer contribution / active EE | $1,120 | $3,034-63.1% | $2,381-53.0% | $4,755-76.4% |
| Participant deferral / active EE | $3,216 | $4,679-31.3% | $3,987-19.3% | $6,713-52.1% |
| Admin fee / account holder | $0 | $8,667-100.0% | $6,856-100.0% | $11,407-100.0% |