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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 | $31,507 | $88,754-64.5% | $81,820-61.5% | $145,877-78.4% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 18.22% | 1031.77%-1013.5pp | 777.93%-759.7pp | 551.28%-533.1pp |
| Employer contribution / active EE | $2,237 | $3,085-27.5% | $2,915-23.3% | $4,663-52.0% |
| Participant deferral / active EE | $3,008 | $4,648-35.3% | $4,323-30.4% | $6,691-55.0% |
| Admin fee / account holder | $132 | $8,424-98.4% | $7,391-98.2% | $13,402-99.0% |