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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 | $67,309 | $88,702-24.1% | $81,780-17.7% | $145,978-53.9% |
| Participation rate | 84.2% | 75.0%+9.2pp | 72.4%+11.8pp | 80.3%+3.9pp |
| Annual return | 15.75% | 1029.12%-1013.4pp | 776.27%-760.5pp | 550.52%-534.8pp |
| Employer contribution / active EE | $822 | $3,084-73.3% | $2,914-71.8% | $4,662-82.4% |
| Participant deferral / active EE | $4,189 | $4,645-9.8% | $4,321-3.1% | $6,690-37.4% |
| Admin fee / account holder | $220 | $8,414-97.4% | $7,384-97.0% | $13,400-98.4% |