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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 | $195,628 | $102,635+90.6% | $86,209+126.9% | $139,456+40.3% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 26.81% | 1923.53%-1896.7pp | 1169.05%-1142.2pp | 373.45%-346.6pp |
| Employer contribution / active EE | $1,450 | $3,034-52.2% | $2,381-39.1% | $4,753-69.5% |
| Participant deferral / active EE | $4,250 | $4,677-9.1% | $3,986+6.6% | $6,711-36.7% |
| Admin fee / account holder | $0 | $8,661-100.0% | $6,853-100.0% | $11,407-100.0% |