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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 | $38,661 | $60,139-35.7% | $90,461-57.3% | $79,856-51.6% |
| Participation rate | 97.4% | 65.0%+32.4pp | 72.7%+24.7pp | 69.6%+27.8pp |
| Annual return | 13.69% | 71.96%-58.3pp | 1294.76%-1281.1pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,240 | $2,069-40.0% | $3,264-62.0% | $2,471-49.8% |
| Participant deferral / active EE | $3,291 | $2,939+12.0% | $3,964-17.0% | $3,741-12.0% |
| Admin fee / account holder | $250 | $3,978-93.7% | $5,617-95.6% | $5,306-95.3% |