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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 | $69,228 | $109,863-37.0% | $98,477-29.7% | $167,518-58.7% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 11.06% | 1958.09%-1947.0pp | 1493.59%-1482.5pp | 478.71%-467.6pp |
| Employer contribution / active EE | $1,786 | $3,225-44.6% | $2,961-39.7% | $4,838-63.1% |
| Participant deferral / active EE | $11,909 | $4,673+154.8% | $4,276+178.5% | $6,342+87.8% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |