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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 | $25,308 | $96,419-73.8% | $80,648-68.6% | $139,487-81.9% |
| Participation rate | 90.0% | 73.6%+16.4pp | 67.0%+23.0pp | 80.3%+9.7pp |
| Annual return | 18.08% | 1352.86%-1334.8pp | 937.21%-919.1pp | 373.84%-355.8pp |
| Employer contribution / active EE | $1,754 | $3,261-46.2% | $2,724-35.6% | $4,755-63.1% |
| Participant deferral / active EE | $1,658 | $5,225-68.3% | $4,443-62.7% | $6,713-75.3% |
| Admin fee / account holder | $137 | $6,605-97.9% | $5,382-97.5% | $11,407-98.8% |