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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 | $41,338 | $88,754-53.4% | $81,820-49.5% | $145,877-71.7% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 13.57% | 1031.77%-1018.2pp | 777.93%-764.4pp | 551.28%-537.7pp |
| Employer contribution / active EE | $2,206 | $3,085-28.5% | $2,915-24.3% | $4,663-52.7% |
| Participant deferral / active EE | $17,665 | $4,648+280.1% | $4,323+308.7% | $6,691+164.0% |
| Admin fee / account holder | $187 | $8,424-97.8% | $7,391-97.5% | $13,402-98.6% |