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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 | $30,215 | $102,595-70.5% | $94,057-67.9% | $154,746-80.5% |
| Participation rate | 93.3% | 76.0%+17.3pp | 73.3%+20.0pp | 80.7%+12.6pp |
| Annual return | 11.12% | 583.42%-572.3pp | 480.62%-469.5pp | 172.34%-161.2pp |
| Employer contribution / active EE | $1,333 | $3,147-57.6% | $2,933-54.5% | $4,379-69.6% |
| Participant deferral / active EE | $1,666 | $5,118-67.4% | $4,709-64.6% | $6,730-75.2% |
| Admin fee / account holder | $32 | $7,736-99.6% | $7,244-99.6% | $14,365-99.8% |