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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 | $75,649 | $97,732-22.6% | $83,831-9.8% | $135,380-44.1% |
| Participation rate | 84.2% | 80.0%+4.3pp | 76.1%+8.1pp | 82.6%+1.6pp |
| Annual return | 1.62% | 1287.56%-1285.9pp | 850.99%-849.4pp | 519.81%-518.2pp |
| Employer contribution / active EE | $1,161 | $4,222-72.5% | $3,631-68.0% | $4,779-75.7% |
| Participant deferral / active EE | $4,253 | $4,683-9.2% | $4,082+4.2% | $5,609-24.2% |
| Admin fee / account holder | $222 | $6,675-96.7% | $5,479-96.0% | $10,828-98.0% |