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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 | $21,704 | $88,778-75.6% | $81,844-73.5% | $145,884-85.1% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 16.18% | 1033.03%-1016.9pp | 778.87%-762.7pp | 551.85%-535.7pp |
| Employer contribution / active EE | $1,447 | $3,087-53.1% | $2,916-50.4% | $4,662-69.0% |
| Participant deferral / active EE | $5,228 | $4,648+12.5% | $4,323+20.9% | $6,690-21.9% |
| Admin fee / account holder | $288 | $8,430-96.6% | $7,355-96.1% | $13,392-97.8% |