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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 | $18,615 | $96,361-80.7% | $80,607-76.9% | $139,456-86.7% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 35.68% | 1350.95%-1315.3pp | 936.11%-900.4pp | 373.45%-337.8pp |
| Employer contribution / active EE | $1,019 | $3,262-68.8% | $2,724-62.6% | $4,753-78.6% |
| Participant deferral / active EE | $2,669 | $5,232-49.0% | $4,448-40.0% | $6,711-60.2% |
| Admin fee / account holder | $181 | $6,601-97.3% | $5,379-96.6% | $11,407-98.4% |