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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 | $15,951 | $109,872-85.5% | $98,483-83.8% | $167,536-90.5% |
| Participation rate | 81.8% | 75.8%+6.0pp | 73.3%+8.5pp | 82.1%-0.3pp |
| Annual return | 26.66% | 1959.31%-1932.6pp | 1494.38%-1467.7pp | 478.82%-452.2pp |
| Employer contribution / active EE | $2,589 | $3,225-19.7% | $2,961-12.6% | $4,839-46.5% |
| Participant deferral / active EE | $4,356 | $4,673-6.8% | $4,276+1.9% | $6,342-31.3% |
| Admin fee / account holder | $57 | $6,757-99.2% | $5,953-99.0% | $12,315-99.5% |