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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 | $42,618 | $176,688-75.9% | $130,660-67.4% | $152,909-72.1% |
| Participation rate | 71.4% | 79.0%-7.5pp | 71.7%-0.3pp | 82.5%-11.0pp |
| Annual return | 22.65% | 2693.08%-2670.4pp | 1709.29%-1686.6pp | 345.46%-322.8pp |
| Employer contribution / active EE | $2,328 | $5,743-59.5% | $4,092-43.1% | $4,764-51.1% |
| Participant deferral / active EE | $6,553 | $4,362+50.2% | $3,603+81.9% | $5,851+12.0% |
| Admin fee / account holder | $236 | $7,131-96.7% | $5,463-95.7% | $11,601-98.0% |