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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 | $106,118 | $102,663+3.4% | $86,216+23.1% | $139,466-23.9% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 19.74% | 1924.52%-1904.8pp | 1169.42%-1149.7pp | 373.66%-353.9pp |
| Employer contribution / active EE | $1,712 | $3,035-43.6% | $2,382-28.1% | $4,754-64.0% |
| Participant deferral / active EE | $2,069 | $4,677-55.8% | $3,986-48.1% | $6,712-69.2% |
| Admin fee / account holder | $17 | $8,663-99.8% | $6,853-99.7% | $11,409-99.8% |