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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 | $38,226 | $100,938-62.1% | $90,461-57.7% | $158,982-76.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 14.05% | 1727.20%-1713.2pp | 1294.76%-1280.7pp | 302.99%-288.9pp |
| Employer contribution / active EE | $281 | $3,691-92.4% | $3,264-91.4% | $4,763-94.1% |
| Participant deferral / active EE | $4,426 | $4,350+1.7% | $3,964+11.6% | $5,983-26.0% |
| Admin fee / account holder | $8 | $6,510-99.9% | $5,617-99.9% | $11,252-99.9% |