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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 | $62,966 | $88,778-29.1% | $81,844-23.1% | $145,884-56.8% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 16.02% | 1033.03%-1017.0pp | 778.87%-762.9pp | 551.85%-535.8pp |
| Employer contribution / active EE | $2,112 | $3,087-31.6% | $2,916-27.6% | $4,662-54.7% |
| Participant deferral / active EE | $3,344 | $4,648-28.1% | $4,323-22.7% | $6,690-50.0% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |