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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 | $28,154 | $57,305-50.9% | $86,640-67.5% | $75,173-62.5% |
| Participation rate | 80.5% | 63.2%+17.3pp | 71.7%+8.8pp | 67.2%+13.3pp |
| Annual return | 45.71% | 2674.24%-2628.5pp | 592.52%-546.8pp | 160.72%-115.0pp |
| Employer contribution / active EE | $1,280 | $2,316-44.7% | $3,024-57.7% | $2,671-52.1% |
| Participant deferral / active EE | $3,503 | $3,320+5.5% | $4,438-21.1% | $4,126-15.1% |
| Admin fee / account holder | $212 | $4,116-94.9% | $5,616-96.2% | $5,651-96.2% |