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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 | $72,473 | $185,225-60.9% | $142,898-49.3% | $167,536-56.7% |
| Participation rate | 80.0% | 78.5%+1.5pp | 72.0%+8.0pp | 82.1%-2.1pp |
| Annual return | 16.26% | 8558.12%-8541.9pp | 5639.64%-5623.4pp | 478.82%-462.6pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,705 | $4,496+71.4% | $3,838+100.7% | $6,342+21.5% |
| Admin fee / account holder | $289 | $8,032-96.4% | $6,560-95.6% | $12,315-97.7% |