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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 | $18,781 | $44,850-58.1% | $60,547-69.0% | $59,632-68.5% |
| Participation rate | 93.1% | 59.5%+33.6pp | 68.0%+25.1pp | 68.7%+24.4pp |
| Annual return | 9.32% | 1074.14%-1064.8pp | 335.64%-326.3pp | 2041.32%-2032.0pp |
| Employer contribution / active EE | $1,193 | $1,462-18.4% | $2,419-50.7% | $2,203-45.8% |
| Participant deferral / active EE | $6,910 | $2,230+209.9% | $3,328+107.7% | $3,192+116.5% |
| Admin fee / account holder | $219 | $3,635-94.0% | $4,536-95.2% | $4,297-94.9% |