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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 | $66,950 | $149,040-55.1% | $120,225-44.3% | $137,256-51.2% |
| Participation rate | 85.0% | 75.4%+9.6pp | 69.6%+15.4pp | 80.0%+5.0pp |
| Annual return | 15.34% | 605.68%-590.3pp | 439.23%-423.9pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,582 | $4,350-63.6% | $3,475-54.5% | $4,156-61.9% |
| Participant deferral / active EE | $4,770 | $4,655+2.5% | $3,999+19.3% | $6,407-25.6% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |