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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 | $23,570 | $100,895-76.6% | $90,430-73.9% | $158,950-85.2% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 13.55% | 1725.54%-1712.0pp | 1293.73%-1280.2pp | 302.91%-289.4pp |
| Employer contribution / active EE | $2,761 | $3,689-25.2% | $3,262-15.4% | $4,762-42.0% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $277 | $6,505-95.7% | $5,613-95.1% | $11,248-97.5% |