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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 | $72,248 | $100,868-28.4% | $90,414-20.1% | $158,931-54.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 24.95% | 1724.58%-1699.6pp | 1293.19%-1268.2pp | 302.86%-277.9pp |
| Employer contribution / active EE | $1,108 | $3,689-70.0% | $3,262-66.0% | $4,761-76.7% |
| Participant deferral / active EE | $9,054 | $4,348+108.3% | $3,963+128.5% | $5,982+51.4% |
| Admin fee / account holder | $15 | $6,502-99.8% | $5,611-99.7% | $11,247-99.9% |