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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 | $60,119-35.7% | $90,430-57.2% | $79,858-51.6% |
| Participation rate | 97.4% | 65.0%+32.5pp | 72.7%+24.8pp | 69.6%+27.8pp |
| Annual return | 13.69% | 71.94%-58.2pp | 1293.73%-1280.0pp | 31.72%-18.0pp |
| Employer contribution / active EE | $1,240 | $2,068-40.0% | $3,262-62.0% | $2,471-49.8% |
| Participant deferral / active EE | $3,291 | $2,938+12.0% | $3,963-16.9% | $3,740-12.0% |
| Admin fee / account holder | $250 | $3,976-93.7% | $5,613-95.6% | $5,306-95.3% |