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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 | $19,658 | $90,691-78.3% | $76,119-74.2% | $145,884-86.5% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 17.04% | 624.52%-607.5pp | 361.25%-344.2pp | 551.85%-534.8pp |
| Employer contribution / active EE | $3,016 | $3,329-9.4% | $2,693+12.0% | $4,662-35.3% |
| Participant deferral / active EE | $4,668 | $5,167-9.7% | $4,259+9.6% | $6,690-30.2% |
| Admin fee / account holder | $49 | $8,383-99.4% | $6,421-99.2% | $13,392-99.6% |