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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 | $44,527 | $155,840-71.4% | $124,694-64.3% | $167,553-73.4% |
| Participation rate | 83.3% | 81.1%+2.2pp | 74.6%+8.7pp | 82.1%+1.2pp |
| Annual return | 24.27% | 17.98%+6.3pp | 5144.82%-5120.6pp | 478.89%-454.6pp |
| Employer contribution / active EE | $1,702 | $4,165-59.1% | $3,325-48.8% | $4,840-64.8% |
| Participant deferral / active EE | $6,648 | $5,675+17.1% | $4,615+44.0% | $6,343+4.8% |
| Admin fee / account holder | $154 | $9,536-98.4% | $7,495-98.0% | $12,316-98.8% |