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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 | $26,392 | $88,754-70.3% | $81,820-67.7% | $145,877-81.9% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 18.34% | 1031.77%-1013.4pp | 777.93%-759.6pp | 551.28%-532.9pp |
| Employer contribution / active EE | $1,746 | $3,085-43.4% | $2,915-40.1% | $4,663-62.6% |
| Participant deferral / active EE | $3,921 | $4,648-15.6% | $4,323-9.3% | $6,691-41.4% |
| Admin fee / account holder | $43 | $8,424-99.5% | $7,391-99.4% | $13,402-99.7% |