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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 | $75,955 | $81,668-7.0% | $58,507+29.8% | $139,487-45.5% |
| Participation rate | 71.4% | 61.3%+10.1pp | 50.9%+20.6pp | 80.3%-8.9pp |
| Annual return | 16.57% | 7430.07%-7413.5pp | 4252.32%-4235.7pp | 373.84%-357.3pp |
| Employer contribution / active EE | $1,168 | $1,398-16.4% | $1,053+10.9% | $4,755-75.4% |
| Participant deferral / active EE | $5,224 | $2,554+104.6% | $1,922+171.8% | $6,713-22.2% |
| Admin fee / account holder | $249 | $3,212-92.2% | $2,486-90.0% | $11,407-97.8% |