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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 | $32,466 | $88,710-63.4% | $81,783-60.3% | $145,959-77.8% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.4%+18.6pp | 80.3%+10.6pp |
| Annual return | 10.11% | 1027.26%-1017.1pp | 775.05%-764.9pp | 561.95%-551.8pp |
| Employer contribution / active EE | $1,870 | $3,083-39.4% | $2,913-35.8% | $4,661-59.9% |
| Participant deferral / active EE | $3,471 | $4,645-25.3% | $4,320-19.7% | $6,689-48.1% |
| Admin fee / account holder | $253 | $8,407-97.0% | $7,380-96.6% | $13,398-98.1% |