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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 | $21,359 | $88,754-75.9% | $81,820-73.9% | $145,877-85.4% |
| Participation rate | 94.1% | 75.1%+19.0pp | 72.4%+21.7pp | 80.3%+13.8pp |
| Annual return | 17.65% | 1031.77%-1014.1pp | 777.93%-760.3pp | 551.28%-533.6pp |
| Employer contribution / active EE | $1,094 | $3,085-64.5% | $2,915-62.5% | $4,663-76.5% |
| Participant deferral / active EE | $1,161 | $4,648-75.0% | $4,323-73.1% | $6,691-82.6% |
| Admin fee / account holder | $80 | $8,424-99.1% | $7,391-98.9% | $13,402-99.4% |