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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 | $61,522 | $100,911-39.0% | $90,440-32.0% | $158,966-61.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.67% | 1726.62%-1705.9pp | 1294.38%-1273.7pp | 302.95%-282.3pp |
| Employer contribution / active EE | $1,952 | $3,690-47.1% | $3,263-40.2% | $4,762-59.0% |
| Participant deferral / active EE | $3,050 | $4,348-29.9% | $3,964-23.1% | $5,983-49.0% |
| Admin fee / account holder | $3 | $6,507-100.0% | $5,615-99.9% | $11,250-100.0% |