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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 | $56,078 | $109,872-49.0% | $98,483-43.1% | $167,536-66.5% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.5pp | 82.1%+6.8pp |
| Annual return | 22.58% | 1959.31%-1936.7pp | 1494.38%-1471.8pp | 478.82%-456.2pp |
| Employer contribution / active EE | $2,769 | $3,225-14.1% | $2,961-6.5% | $4,839-42.8% |
| Participant deferral / active EE | $5,329 | $4,673+14.0% | $4,276+24.6% | $6,342-16.0% |
| Admin fee / account holder | $12 | $6,757-99.8% | $5,953-99.8% | $12,315-99.9% |