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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 | $39,292 | $99,011-60.3% | $86,582-54.6% | $147,586-73.4% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 20.64% | 1312.75%-1292.1pp | 965.08%-944.4pp | 578.59%-558.0pp |
| Employer contribution / active EE | $1,375 | $3,132-56.1% | $2,839-51.6% | $4,876-71.8% |
| Participant deferral / active EE | $2,082 | $3,972-47.6% | $3,609-42.3% | $5,439-61.7% |
| Admin fee / account holder | $112 | $5,709-98.0% | $4,904-97.7% | $10,886-99.0% |