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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 | $87,183 | $102,663-15.1% | $86,216+1.1% | $139,466-37.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 23.45% | 1924.52%-1901.1pp | 1169.42%-1146.0pp | 373.66%-350.2pp |
| Employer contribution / active EE | $1,791 | $3,035-41.0% | $2,382-24.8% | $4,754-62.3% |
| Participant deferral / active EE | $11,682 | $4,677+149.7% | $3,986+193.1% | $6,712+74.0% |
| Admin fee / account holder | $81 | $8,663-99.1% | $6,853-98.8% | $11,409-99.3% |