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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 | $30,142 | $109,863-72.6% | $98,477-69.4% | $167,518-82.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 14.99% | 1958.09%-1943.1pp | 1493.59%-1478.6pp | 478.71%-463.7pp |
| Employer contribution / active EE | $1,513 | $3,225-53.1% | $2,961-48.9% | $4,838-68.7% |
| Participant deferral / active EE | $6,234 | $4,673+33.4% | $4,276+45.8% | $6,342-1.7% |
| Admin fee / account holder | $190 | $6,755-97.2% | $5,951-96.8% | $12,312-98.5% |