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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 | $76,787 | $100,895-23.9% | $90,430-15.1% | $158,950-51.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 13.99% | 1725.54%-1711.6pp | 1293.73%-1279.7pp | 302.91%-288.9pp |
| Employer contribution / active EE | $1,581 | $3,689-57.1% | $3,262-51.5% | $4,762-66.8% |
| Participant deferral / active EE | $4,021 | $4,347-7.5% | $3,963+1.5% | $5,983-32.8% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |