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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 | $17,791 | $96,361-81.5% | $80,607-77.9% | $139,456-87.2% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 46.77% | 1350.95%-1304.2pp | 936.11%-889.3pp | 373.45%-326.7pp |
| Employer contribution / active EE | $1,984 | $3,262-39.2% | $2,724-27.2% | $4,753-58.3% |
| Participant deferral / active EE | $5,835 | $5,232+11.5% | $4,448+31.2% | $6,711-13.1% |
| Admin fee / account holder | $176 | $6,601-97.3% | $5,379-96.7% | $11,407-98.5% |