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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 | $19,031 | $88,585-78.5% | $69,884-72.8% | $134,532-85.9% |
| Participation rate | 87.5% | 74.9%+12.6pp | 70.5%+17.0pp | 81.2%+6.3pp |
| Annual return | 3.75% | 442.80%-439.0pp | 190.81%-187.1pp | 418.27%-414.5pp |
| Employer contribution / active EE | $773 | $3,235-76.1% | $2,560-69.8% | $4,741-83.7% |
| Participant deferral / active EE | $1,021 | $4,770-78.6% | $3,848-73.5% | $6,401-84.1% |
| Admin fee / account holder | $68 | $10,441-99.3% | $6,266-98.9% | $11,429-99.4% |