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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 | $17,154 | $76,519-77.6% | $56,025-69.4% | $145,897-88.2% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 21.03% | 3017.03%-2996.0pp | 1712.69%-1691.7pp | 552.29%-531.3pp |
| Employer contribution / active EE | $2,426 | $1,383+75.3% | $1,042+132.9% | $4,663-48.0% |
| Participant deferral / active EE | $7,172 | $2,624+173.3% | $1,955+266.9% | $6,689+7.2% |
| Admin fee / account holder | $22 | $3,331-99.3% | $2,828-99.2% | $13,390-99.8% |