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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 | $42,061 | $76,522-45.0% | $56,033-24.9% | $145,884-71.2% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 13.99% | 3014.28%-3000.3pp | 1711.38%-1697.4pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,404 | $1,382+1.5% | $1,041+34.8% | $4,662-69.9% |
| Participant deferral / active EE | $4,769 | $2,624+81.8% | $1,954+144.1% | $6,690-28.7% |
| Admin fee / account holder | $19 | $3,328-99.4% | $2,827-99.3% | $13,392-99.9% |