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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 | $44,029 | $171,867-74.4% | $149,721-70.6% | $147,586-70.2% |
| Participation rate | 72.7% | 88.2%-15.5pp | 87.1%-14.3pp | 82.8%-10.1pp |
| Annual return | 18.40% | 2113.36%-2095.0pp | 1501.67%-1483.3pp | 578.59%-560.2pp |
| Employer contribution / active EE | $2,329 | $6,275-62.9% | $5,444-57.2% | $4,876-52.2% |
| Participant deferral / active EE | $6,448 | $7,270-11.3% | $6,568-1.8% | $5,439+18.6% |
| Admin fee / account holder | $294 | $13,799-97.9% | $11,282-97.4% | $10,886-97.3% |