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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 | $27,812 | $90,614-69.3% | $76,089-63.4% | $145,877-80.9% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 18.14% | 623.80%-605.7pp | 360.94%-342.8pp | 551.28%-533.1pp |
| Employer contribution / active EE | $2,895 | $3,324-12.9% | $2,690+7.6% | $4,663-37.9% |
| Participant deferral / active EE | $6,608 | $5,168+27.9% | $4,259+55.2% | $6,691-1.2% |
| Admin fee / account holder | $20 | $8,376-99.8% | $6,418-99.7% | $13,402-99.9% |