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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 | $56,861 | $100,938-43.7% | $90,461-37.1% | $158,982-64.2% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 24.26% | 1727.20%-1702.9pp | 1294.76%-1270.5pp | 302.99%-278.7pp |
| Employer contribution / active EE | $4,168 | $3,691+12.9% | $3,264+27.7% | $4,763-12.5% |
| Participant deferral / active EE | $2,234 | $4,350-48.7% | $3,964-43.7% | $5,983-62.7% |
| Admin fee / account holder | $20 | $6,510-99.7% | $5,617-99.6% | $11,252-99.8% |