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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 | $63,960 | $176,688-63.8% | $130,660-51.0% | $152,909-58.2% |
| Participation rate | 76.5% | 79.0%-2.5pp | 71.7%+4.7pp | 82.5%-6.0pp |
| Annual return | 21.32% | 2693.08%-2671.8pp | 1709.29%-1688.0pp | 345.46%-324.1pp |
| Employer contribution / active EE | $1,875 | $5,743-67.4% | $4,092-54.2% | $4,764-60.6% |
| Participant deferral / active EE | $3,313 | $4,362-24.1% | $3,603-8.1% | $5,851-43.4% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |