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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 | $52,668 | $109,863-52.1% | $98,477-46.5% | $167,518-68.6% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 14.43% | 1958.09%-1943.7pp | 1493.59%-1479.2pp | 478.71%-464.3pp |
| Employer contribution / active EE | $1,183 | $3,225-63.3% | $2,961-60.0% | $4,838-75.6% |
| Participant deferral / active EE | $7,440 | $4,673+59.2% | $4,276+74.0% | $6,342+17.3% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |