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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 | $13,290 | $29,319-54.7% | $52,425-74.6% | $82,448-83.9% |
| Participation rate | 97.2% | 46.9%+50.4pp | 55.6%+41.6pp | 68.1%+29.2pp |
| Annual return | 14.73% | 535.20%-520.5pp | 302.12%-287.4pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,832 | $586+212.4% | $914+100.4% | $2,551-28.2% |
| Participant deferral / active EE | $837 | $1,171-28.6% | $1,790-53.3% | $4,139-79.8% |
| Admin fee / account holder | $232 | $1,962-88.2% | $2,495-90.7% | $7,234-96.8% |