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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 | $29,747 | $100,895-70.5% | $90,430-67.1% | $158,950-81.3% |
| Participation rate | 78.3% | 75.0%+3.2pp | 72.7%+5.6pp | 82.0%-3.7pp |
| Annual return | 23.83% | 1725.54%-1701.7pp | 1293.73%-1269.9pp | 302.91%-279.1pp |
| Employer contribution / active EE | $1,926 | $3,689-47.8% | $3,262-41.0% | $4,762-59.6% |
| Participant deferral / active EE | $5,714 | $4,347+31.4% | $3,963+44.2% | $5,983-4.5% |
| Admin fee / account holder | $115 | $6,505-98.2% | $5,613-97.9% | $11,248-99.0% |