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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 | $61,687 | $176,688-65.1% | $130,660-52.8% | $152,885-59.7% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.5%+5.0pp |
| Annual return | 23.79% | 2693.08%-2669.3pp | 1709.29%-1685.5pp | 345.39%-321.6pp |
| Employer contribution / active EE | $1,863 | $5,743-67.6% | $4,092-54.5% | $4,763-60.9% |
| Participant deferral / active EE | $7,452 | $4,362+70.8% | $3,603+106.8% | $5,851+27.4% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,598-100.0% |