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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 | $55,579 | $72,446-23.3% | $67,561-17.7% | $145,877-61.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 23.87% | 7211.98%-7188.1pp | 3525.44%-3501.6pp | 551.28%-527.4pp |
| Employer contribution / active EE | $1,559 | $3,072-49.3% | $2,735-43.0% | $4,663-66.6% |
| Participant deferral / active EE | $2,413 | $4,785-49.6% | $4,003-39.7% | $6,691-63.9% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |