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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 | $80,202 | $102,635-21.9% | $86,209-7.0% | $139,456-42.5% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 16.71% | 1923.53%-1906.8pp | 1169.05%-1152.3pp | 373.45%-356.7pp |
| Employer contribution / active EE | $1,696 | $3,034-44.1% | $2,381-28.8% | $4,753-64.3% |
| Participant deferral / active EE | $5,721 | $4,677+22.3% | $3,986+43.5% | $6,711-14.8% |
| Admin fee / account holder | $5 | $8,661-99.9% | $6,853-99.9% | $11,407-100.0% |