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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 | $54,356 | $180,749-69.9% | $160,784-66.2% | $137,256-60.4% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 22.29% | 2234.46%-2212.2pp | 1803.92%-1781.6pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,914 | $4,155-53.9% | $3,733-48.7% | $4,156-53.9% |
| Participant deferral / active EE | $8,809 | $6,844+28.7% | $6,293+40.0% | $6,407+37.5% |
| Admin fee / account holder | $12 | $10,397-99.9% | $9,717-99.9% | $12,270-99.9% |