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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 | $42,190 | $76,519-44.9% | $56,025-24.7% | $145,897-71.1% |
| Participation rate | 81.3% | 63.2%+18.0pp | 52.5%+28.7pp | 80.3%+0.9pp |
| Annual return | 13.92% | 3017.03%-3003.1pp | 1712.69%-1698.8pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,721 | $1,383+96.7% | $1,042+161.2% | $4,663-41.6% |
| Participant deferral / active EE | $2,829 | $2,624+7.8% | $1,955+44.7% | $6,689-57.7% |
| Admin fee / account holder | $223 | $3,331-93.3% | $2,828-92.1% | $13,390-98.3% |